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Client Services Coordinator

1 month ago

NewcastleMaitland, Australia Peoplefusion Full time

  • We are seeking two Client Service Coordinators to bring their financial services administration skills to a growing team

  • Newcastle CBD location with fantastic employee benefits

  • Enjoy additional paid leave over Christmas & New year period

We are seeking two experienced administrators from the financial services sector that are looking for a role within a great environment where you will be able to really enjoy your role in a hands-on environment then this is what you have been looking for

About the opportunity

Our client is seeking two enthusiastic and experienced Client Service Coordinators to join their Financial Planning administration team.

Based in Newcastle's CBD, this firm takes a holistic approach to supporting private clients in achieving their financial goals. They deliver a suite of financial services to valued clients across the country and are proud to foster a collaborative and professional team culture.

These are hands-on, fast-paced roles where you'll provide administrative support to multiple Financial Advisers, while enjoying a structured workflow and well-established processes. You'll draw on your strong compliance knowledge, attention to detail, and client service skills to make a meaningful contribution to both the team and the clients you support.

You'll be part of a workplace that values teamwork, ongoing learning, and development, and you'll enjoy the chance to grow in your career while working alongside industry professionals.

Key responsibilities include:

  • Maintain accurate and compliant client records

  • Prepare and organise documentation for adviser and client reviews

  • Assist Financial Planners in implementing recommendations for clients

  • Prepare and manage ongoing service agreements

  • Update client information in the CRM and other systems to ensure smooth operations

What we're looking for:

  • Minimum 2 years' experience in a client service admin position

  • Strong compliance focus and attention to detail

  • Analytical mindset with critical thinking and problem-solving ability

  • Proficiency in Microsoft Office and client CRM's

  • Strong written and verbal communication skills

  • Organised with effective time management and the ability to meet deadlines

The Benefits

This role offers the chance to work for a supportive and professional employer in a welcoming Newcastle CBD office. You'll enjoy opportunities for professional development and upskilling, paid parking, well-structured workflows, optional team-building and social events, and additional leave entitlements all designed to help you thrive in your role and grow your career

Why this role?

If you're an experienced client service professional looking for a hands-on, collaborative environment where you can make a real impact supporting Financial Planners and their clients, this is an exciting opportunity to join a growing team and take the next step in your career.

How to apply

To learn more about key responsibilities, company culture and associated benefits of this opportunity, please contact Olivia Evans today on for a confidential discussion. Alternatively, click "Apply" to submit your covering letter and CV.

Interviews will commence immediately, so don't wait to apply

At peoplefusion we don't just accept diversity and inclusion —we celebrate it We strive to create an environment of equal opportunity regardless of race, gender, sexual orientation, gender identity or expression, lifestyle, age, religion or physical ability, and welcome applications from people from all backgrounds. If you require any assistance with your application please don't hesitate to contact us.

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