Job description for Client Service Officer at PT Staff Link Solutions
We are seeking a highly organised and client-focused Client Service Officer to join our financial planning team in Bali. You will support financial advisers, manage client relationships, and ensure all documentation and compliance requirements are met. This role is central to delivering a seamless client experience.
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
- Previous experience in financial services, financial planning, or professional services administration is a plus
- Experience as a Customer Service representative is a plus
- Understanding of financial planning processes, superannuation, or insurance products is a plus
