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Client Services Coordinator

3 weeks ago

Newcastle, New South Wales, Australia beBee Careers Full time

About This Opportunity

We are seeking a highly motivated and organized Client Services Administrator to join our team. As a key member of our administration/support team, you will provide exceptional support to our Financial Planners, ensuring seamless client experiences.

Key Responsibilities:
  • Diary management of a Financial Planner
  • Preparing and reviewing documentation in readiness for client meetings
  • Speaking with clients on the phone and in person
  • Liaising with external service providers via phone and email
  • Updating the client database daily
  • Lodging documentation to various government and financial institutions

In this role, you will have the opportunity to work closely with our management team and existing administration team, providing administrative support across various tasks. If you possess excellent communication skills, attention to detail, and a commitment to efficiency, we encourage you to apply.