Customer Service Officer - Financial Services

Location: Melbourne, Victoria
Job Type: Contract
Posted: 10 days ago
Contact: Brenden Clark
Reference: 186639_1547185054

Customer Service Officer

We are currently working with an Australian leader in the Financial Services/Wealth Management space based in Melbourne's Inner East to help them find a Customer Service Officer. You will get the chance to work with a fantastic working culture that is supportive of career growth and providing opportunities in a fast-moving environment.

The position is an integral part of the Operations division that will provide case management services to all stakeholders of the business.


The role reports to the Senior Manager Operations and will work closely with the other case managers whose responsibilities will include:

  • Action and resolve expressions of dissatisfaction in line with the Group Policy
  • Review and calculation of compensation where remediation is required in line with the Group Framework
  • Ensure the accuracy and integrity of expression of dissatisfaction records for the reporting to management, customers and committees
  • Be the advocate for the customer and adviser within the business, and in your interactions with them build a professional relationship built on trust and engagement in resolving case management and expressions of dissatisfaction raised to a high level of satisfaction
  • Work with all relevant stakeholders to achieve outcomes that meet the needs of customer to a high level of satisfaction
  • Communicate with all relevant stakeholders on progress of individual expressions of dissatisfaction and case management cases, escalating significant cases (loss, reputational, compliance) to line management immediately
  • Complete micro and macro analysis on the root cause of expressions of dissatisfaction


  • Experience in financial services with strong customer service experience
  • Analysis and investigation skills with a scrupulous eye for detail
  • Excellent communication skills across all mediums
  • Exceptional stakeholder management skills with a proven track record in negotiation and influencing
  • Organisation and time management skills with a proven ability to work autonomously to deadlines
  • Strong Microsoft Excel skills including but not limited to formula writing, pivot tables, and rudimentary visual basic for macro manipulation
  • Organisation and time management skills with a proven ability to work autonomously to deadlines
  • Supports an environment of continuous improvement