Client Services Officer
Provide services to clients as part of a financial management team.
Job opportunities
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Jobs in Jobstreet right now
Job growth
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In the last year
Salary
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Typical monthly salary
Job satisfaction
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Job opportunities
-
Jobs in Jobstreet right now
Salary
-
Typical monthly salary
Job growth
-
In the last year
Job satisfaction
-
What's it like to be a Client Services Officer?
Client Services Officers handle client enquiries relating to finances, assist in sales, and resolve problems or complaints over the phone or online. They establish and maintain good customer relations and trust. For this reason, Client Services Officers need to be highly knowledgeable about the products and services of the company, and have excellent communication and problem solving skills. They also need computer literacy and data management skills. Because they have access to customers’ private information, Client Services Officers must uphold the highest standards of ethics and data privacy and receive regular training on these standards.
Tasks and duties
- Speaking with clients over the phone and online.
- Understanding client needs and objectives.
- Addressing enquiries and resolving concerns efficiently and proactively.
- Processing client orders or complaints.
- Building client relationships.
- Documenting calls and filing written reports.
- Reporting to a group manager and working with the team to achieve targets.
- Attending meetings and training programs.
How to become a Client Services Officer
To become a Client Services Officer, qualifications are not required but they will surely be of great advantage when seeking employment.
- Complete on-the-job training in specific sectors that offer client services, like in wealth management or financial planning companies or institutions. The duration of your training may depend on the company and the complexity of the industry.
- Apply for an entry level position in the financial planning or client services sector.
- Find a specialisation within the scope of technology, banking, and finance. This will help you move forward in your career.
- Give thought to pursuing a course in financial planning to boost your qualifications.
- Consider pursuing a managerial position. Client Services Officers who show excellent performance can find opportunities to work in executive positions in specialisations such as customer service or operations.
Skills and experience employers are looking for
Having the right skills and experience can make you an in-demand applicant. Client Services Officer employers on Jobstreet are looking for job seekers with expertise in the following areas.
Source: Jobstreet job ads and Jobstreet Profile data
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