Client Relations Officer
Client Relations Officer
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Salary Not Disclosed
1 Vacancy
Job Description
Be the Friendly Face of TPT Wealth Join Us as a Client Relations Officer
As TPT Wealth continues to grow as part of the MyState Group were looking for a customer-focused Client Relations Officer to join our Launceston team. If you thrive on helping others enjoy working in a fast-paced environment and take pride in attention to detail this is your chance to make a real difference right at the front line of client experience.
TPT Wealth has over 130 years of experience in financial services were passionate about building trust creating lasting relationships and helping our clients manage what matters most.
Why Youll Love This Role
Youll be the first point of contact for new and existing clients whether welcoming them at reception responding to enquiries or assisting with investments. Every interaction is an opportunity to create a positive experience and showcase the care and professionalism that TPT Wealth is known for.
Based in our Launceston office youll provide general advice support client onboarding and maintain accurate client records all while promoting our services with confidence and clarity.
What Youll Do
Youll play a key role in the daily operations of our client services team including:
- Managing client enquiries via phone email and in-person providing timely clear and compliant information
- Supporting clients with the opening of Managed Investment accounts and assisting with estate administration processes
- Maintaining data integrity by updating client management systems and ensuring documentation is correctly scanned and filed
- Supporting compliance activities such as AML and KYC follow-ups
- Monitoring application payments and helping to resolve issues quickly
- Providing reception services and guiding clients to the right team
- Promoting our suite of products and services through every client interaction
What Were Looking For
Youre a great communicator with a natural customer-first mindset. You enjoy solving problems staying organised and working as part of a collaborative team. You bring:
- Office administration experience including word processing and basic computer skills
- A high level of attention to detail and the ability to manage multiple priorities
- A friendly professional approach to client service
- A willingness to learn and growRG146 certification or the ability to complete it is essential
- Experience in financial services particularly with investment products is a plus
Why Join MyState Group
Were big enough to offer growth learning and career opportunitiesbut small enough that youll always feel part of a team that values you. With ongoing training wellbeing support and a purpose-driven culture youll thrive in a role where your work truly matters to the people we serve.
If youre ready to grow your skills and support clients during key life moments wed love to hear from you. If youd love to know more about this position email us at . Otherwise to apply hit Im interested by midnight 6 July 2025 to apply for the role. We look forward to receiving your application!
Required Experience:
Unclear Seniority
Employment Type
Full-Time
