Client Service Officer – Remote, Day Shift, Weekends Off

About the role

EMAPTA is seeking a Client Service Officer to provide dedicated support for Australian financial planning clients. This remote, full‑time position operates on a day shift schedule with weekends off, allowing you to deliver high‑quality service from the comfort of your home.

Key responsibilities

• Assist clients with superannuation, insurance, and financial plan reviews.
• Implement advice recommendations and ensure accurate documentation.
• Respond to client inquiries promptly and professionally via phone, email, and chat.
• Coordinate with global teams and mentors to resolve complex issues.
• Maintain compliance with Australian financial regulations and internal policies.

Required profile

• Strong communication skills and a customer‑focused mindset.
• Ability to work independently in a remote environment.
• Attention to detail and commitment to data accuracy.
• Interest in financial services and willingness to learn industry specifics.

Required skills

What we offer

• Competitive salary package.
• Exclusive EMAPTA Lifestyle perks, including hotel and restaurant discounts.
• Mentorship and exposure to global leaders and teams.
• Full‑time remote work with a day‑shift schedule and weekends off.