
Client Services Coordinator
3 weeks ago
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 02 4927 2025 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.
-
Client Service Coordinator
2 weeks ago
Newcastle, New South Wales, Australia Sidcor Full time**Who are we?**SiDCOR Chartered Accountants are different to your typical accounting firm, we're about the people just as much as the numbers. We pride ourselves on finding innovative, practical and holistic solutions to meet our clients needs and internally foster a culture of providing people the opportunity to grow into their potential.**What we need**:As...
-
Client Service Coordination Specialist
2 weeks ago
Newcastle, New South Wales, Australia beBeeCoordination Full time $60,000 - $80,000Role OverviewAs a key member of our team, the Client Service Coordinator will play a pivotal role in ensuring seamless workflow management and timely project delivery.This position requires exceptional organizational skills, attention to detail, and the ability to multitask while interacting with internal and external stakeholders across a diverse client...
-
Client Intake Coordinator
2 weeks ago
Newcastle, New South Wales, Australia beBeeIntake Full time $41,000 - $48,500We are seeking a motivated and reliable professional to join our team as a Client Intake Coordinator.This is an excellent opportunity for someone with experience in NDIS administration or coordination who enjoys helping others and working with purpose.Respond to new participant enquiries and complete intake processesGather NDIS plans, risk assessments, and...
-
Client Service Manager
1 week ago
Newcastle, New South Wales, Australia Prosperity Advisers Group Full timeOverviewClient Service Manager | Financial Services | Newcastle. We're looking for an experienced Client Services Manager who takes pride in delivering exceptional support to clients and advisers. Join Prosperity Advisers Group.ResponsibilitiesPrepare documentation for client meetings and manage post-meeting follow-upManage client communications, scheduling,...
-
Client Service Manager
1 week ago
Newcastle, New South Wales, Australia Prosperity Advisers Group Full timeOverviewClient Service Manager | Financial Services | Newcastle. We're looking for an experienced Client Services Manager who takes pride in delivering exceptional support to clients and advisers. Join Prosperity Advisers Group.ResponsibilitiesPrepare documentation for client meetings and manage post-meeting follow-upManage client communications, scheduling,...
-
Client Service Manager
2 weeks ago
Newcastle, New South Wales, Australia Prosperity Advisers Full time $80,000 - $120,000 per yearAbout Prosperity Prosperity is an award-winning, mid-tier full-service firm, ranked 36 in AFR top 100. We care about our people and pride ourselves on our values of trust, respect, and innovation, fostering a supportive culture and shared purpose in creating the firm of the future. Prosperity is accredited as a Great Place to Work and has an excellent...
-
Client Service Advisor
1 week ago
Newcastle, New South Wales, Australia ADSSI Limited Full timeAdd expected salary to your profile for insightsADSSI Limited has provided home and community services for over 35 years. Spanning across four locations in the Hunter and the Central Coast, we're a big organisation loaded with career opportunities, ranging from entry-level and traineeships to corporate and executive roles.Together, our brands (Adssi In-home...
-
Client Service Advisor
1 week ago
Newcastle, New South Wales, Australia ADSSI Limited Full timeAdd expected salary to your profile for insightsADSSI Limited has provided home and community services for over 35 years. Spanning across four locations in the Hunter and the Central Coast, we're a big organisation loaded with career opportunities, ranging from entry-level and traineeships to corporate and executive roles.Together, our brands (Adssi In-home...
-
Client Service Manager
2 weeks ago
Newcastle, New South Wales, Australia Prosperity Advisers Full time $90,000 - $120,000 per yearAward-winning, full-service firm | Ranked 36 in AFR top 100Highly competitive salary package with extensive employee benefitsModern office located right across from stunning Queen's WharfBe the trusted link between clients and tailored financial solutionsAbout ProsperityProsperity is an award-winning, mid-tier full-service firm, ranked 36 in AFR top 100. We...
-
Client Services Officer
1 week ago
Newcastle, New South Wales, Australia Finspire Advisers® - Independent Financial Planners Full timeOverview Location: Flexible – Office and / or Home-Based (Negotiable). Applications Open: Now. Finspire Advisers is seeking a Client Services Officer (CSO) to be the welcoming face of our firm and a key contributor to our client experience. This role supports our financial advisers through administrative and client service tasks in a collaborative,...