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Client Services Coordinator
2 months ago
This is an exciting opportunity to provide high-quality administrative support to our clients in the financial services industry. As a Client Services Coordinator, you will be responsible for assisting our team of financial advisors and strategists in servicing client portfolios.
Key Responsibilities- Creation of informative notes and updates on workflow activities
- Preparation of documentation for clients during review meetings
- Maintenance of client files and records
- Initial contact with clients and preparation of new application forms
- Lodging of new insurance and investment applications
- Compliance checklist to ensure client files meet regulatory requirements
- Processing additional investment and superannuation contributions
- Demonstrated experience in a high-level administration role, preferably in the finance sector
- Strong communication and interpersonal skills
- Ability to multitask, prioritize, and manage time effectively
- Exceptional interpersonal skills to engage and manage internal and external relations
At ASR Recruitment, our mission is to create exceptional experiences for our job seekers while maximizing their career potential. We are committed to providing a personalized service that helps our candidates identify, prepare for, and secure the best possible new opportunities.
