We have an exciting opportunity to join Gallagher as a Senior Client Services Officer providing customer service and administrative support to both internal and external clients. You will be working with a collaborative supporting team within an organisation who truly values our people.
About Us: Gallagher is a leading Corporate Benefits & HR consultancy in Australia. We are part of a larger international team, with international offices delivering client-service and risk management capabilities in more than 150 countries around the world. We help businesses grow, communities thrive and people prosper.
We partner alongside businesses to align their people strategy with their overall business goals to achieve greater productivity, profitability and growth, offering solutions including HR Consulting, Corporate Employee Benefits, Personal Financial Advice & Digital Engagement platforms.
About the Role: This opportunity represents an exciting opening within our Personal Advice team. As a Senior Client Service Officer you will work collaboratively with our Client Services team to provide a higher level of support to Advisers in relation to the advice preparation process, onboarding of new clients and servicing of existing clients.
In addition, you will be working closely with the Client Services Manager and assisting in process improvement, workflow management and training of new staff.
You will be fundamental in providing an ongoing service to a portfolio of clients, and assisting our Advisers with the implementation of new business.
Responsibilities include but are not limited to: Support the Client Services Manager with workflow management and process improvement.Train and support new Client Service Officers (onshore and offshore) as required.Establish and maintain strong client and key stakeholder partnerships.Assist advisers with research and Advice File Note (AFN) production as required.Manage client workflow and queries, responding in a timely manner to deliver value and service.Attend client meetings, take minutes and complete action items when required.Action and prepare client paperwork and reports with a high level of accuracy.Actively manage the FDS and Fee Consent process with clients.Document and maintain client records in accordance with compliance obligations, and provide administrative assistance where required.Identify future client opportunities and discuss with relevant stakeholders.New Business Implementation.Claims Management.Management of Annual Review process.Experience and Skills: Must have 3+ years experience as a Client Services Officer/Manager in the Financial Planning Industry.Specific and current knowledge of superannuation, investment and insurance advice.Working knowledge of relevant legislation and compliance.In-depth knowledge of claims processes.Experience using Xplan is desired.Proficient in Microsoft Suite & Adobe Pro.A high level of client service skills.Ability to maintain confidentiality.Ability to manage multiple priorities.Why work with Gallagher? Gallagher is a global leader in Insurance broking, risk management and consulting, with over 52,000 employees worldwide. We have a global reach with a local presence and pride ourselves on being a socially responsible and an ethical organisation expressed through our Shared Values, The Gallagher Way.
We pride ourselves on offering excellent benefits to not only our clients, but our own team members. Some of the benefits available include:
Competitive remuneration and career growth opportunities.A bright & modern office centrally located in Brisbane CBD offering a collaborative work environment.Flexible hybrid working.Employee Assistance Program to support our teams mental wellbeing.Discounts to over 350 major retailers through our Gallagher Rewards scheme.We offer paid Community Service & Volunteer Days.Salary Sacrificing options including the ability to purchase additional annual leave.A family friendly workplace - we offer up to 16 weeks paid parental leave.And much more!We support diversity and inclusion in all our workplaces. Applications are encouraged from Aboriginal and Torres Strait Islander people, people with a multicultural background, or members of the LGBTIQ community. As proud sponsors of the Special Olympics International, we welcome applications from people who live with disability.
How to Apply If this sounds like the opportunity for you, please apply via SEEK using the links below.
To learn more about working with Gallagher please visit www.ajg.com/au/about-us/careers/
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