Client Service Administrator
4 weeks ago
We are seeking a dedicated and detail-oriented Client Service Administrator to support our advisers and deliver outstanding client service.
Key Responsibilities- Handling client calls and emails professionally and promptly
- Communicating proactively with clients regarding advice implementation and service requests
- Communication with product providers on the adviser's behalf
- Adviser diary management
- Quality checking documents prepared by other team members ahead of client meetings
- Select and schedule social media activities, including the monthly newsletter
- Manage our shared inbox
- Ensuring compliance with company, licensee, and legislative requirements
- Maintaining accurate client records and database management
- Project support work as directed by the Practice Manager
- Other ad-hoc duties as directed
- A genuine and personalised approach to customer service
- Effective communication and interpersonal skills
- Strong prioritisation and time management skills
- Previous experience in an administration role
Upload your resume and cover letter using 'Quick Apply'. For a confidential discussion please contact Jasmine Halligan on 08 8376 8168 (option 2).
Please note that only candidates whose application matches the selection criteria will be contacted.
Seniority level- Entry level
- Full-time
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