Client Service Liaison
1 month ago
We are seeking a highly skilled Client Administration Officer to join our team at Impel Management. As a key member of our client services team, you will be responsible for delivering exceptional service to our clients and advisors.
Key Responsibilities:- Provide high-quality service to clients and advisors via phone and email
- Create and manage client trading accounts
- Apply for new HINs and handle cancellations
- Update client registration details and manage ABN/ACN and TFN changes
- Facilitate trustee changes and corrections
- Support compliance in classifying accounts and gathering AML documentation
- Cross-train junior team members and oversee quality control of their work
- Address and resolve client and advisor concerns positively
You will have:
- 4+ years of client administration experience, with a strong background in financial services
- Excellent time management skills with the ability to prioritize tasks effectively
- A mature attitude and composed under pressure
- A positive team player with a willingness to assist others
- A friendly and confident communication style
If you are a customer-focused professional with a passion for delivering exceptional service, we encourage you to apply for this exciting opportunity.
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