Job description for Client Service Officer at Nala Clean Group
Key Responsibilities
* Act as the first point of contact for client enquiries via phone, email, and CRM
* Provide timely, professional, and accurate responses to client requests
* Support financial advisers with the preparation and implementation of advice
documents
* Coordinate client onboarding, reviews, and ongoing service meetings
* Maintain accurate and up-to-date client records within CRM
* Prepare forms, applications, and supporting documentation for product providers
* Liaise with superannuation funds, insurers, platforms, and other financial institutions
* Ensure all client interactions and documentation meet compliance requirements
* Assist in preparation for audits and compliance reviews
Requirements
* Open to all educational backgrounds; any major is welcome
* Excellent English (written & verbal) – is a must
* Currently living in Bali or willing to relocate to Bali
* Strong attention to detail and high level of accuracy
* Ability to manage multiple tasks and deadlines
* Proficiency in CRM systems and Microsoft Office Suite
* Proactive, client-focused, and highly organized
* Professional, reliable, and able to maintain confidentiality
* Experience as a Customer Service representative is a plus
* Previous experience in financial services, financial planning, or professional services administration is a plus
* Understanding of financial planning processes, superannuation, or insurance products is a plus
