About the Organisation
Our client is a respected and long-standing financial services business with a strong reputation for integrity, innovation, and community. They’re passionate about delivering genuine value to their members and fostering a culture where collaboration, care, and accountability are at the core of everything they do.

About the Role
As a Client Service Officer, you’ll play a key role in supporting customers and members, ensuring their experience is seamless, professional, and empathetic. You’ll handle a mix of client interactions, application and claims processing, and administrative support — all while working closely with an experienced and supportive team that values initiative and precision.

This is a great opportunity for someone who thrives in a structured yet people-first environment and wants to make a genuine impact in their day-to-day work.

Key Responsibilities

• Deliver exceptional customer service and general advice to clients and members
• Process applications, claims, and policy transactions accurately and efficiently
• Manage inbound and outbound communications with care and professionalism
• Maintain detailed and compliant member records
• Collaborate with Sales, Marketing, and Finance teams on key projects and initiatives
• Support process improvement and contribute to team success

• Previous experience in financial services, insurance, or a regulated industry
• Excellent communication and interpersonal skills
• Strong attention to detail and organisational skills
• Experience using CRM systems and Microsoft Excel
• A genuine desire to provide exceptional service and uphold integrity

• Supportive, people-first team culture with approachable leaders
• Opportunity to be part of a business that truly gives back
• Stability and long-term career potential within financial services
• A role where your contribution is seen and valued every day