Client Services Administrator

2 days ago

Sydney, Australia People Intelligence Full time

You will be working for the Debtor Finance division of a publicly listed Finance company that has offices all over Australia and is growing rapidly. This role is based in their North Sydney office, close to public transport links.

You will be responsible for protecting company exposure by processing day-to-day purchase of receivables and ensuring accurate data entry of debtor receipts whilst providing excellent customer service through professional service, speedy and accurate response to queries. You will also work with the administration and outsource teams for accurate allocation of customer payments.

**The role**:

- Assist in managing a portfolio of clients and reporting on them
- Accountable for efficient and timely uploading & reworking of client invoices
- Work closely with administration and outsource teams for prompt and accurate allocation of client payments in suspense on client ledgers and buy backs
- Accountable for identifying potential bad debts and reporting on matters that may be of a fraudulent nature and/or a high risk to management
- Responsible for alleviating company write offs
- Work closely with Relationship Managers through support of internal processes to ensure efficiencies in the management of clients
- Provide assistance with management reporting where required
- Management of all bulk accounts across all CRM portfolios
- Anything else as directed by management

***

**To be successful in this role, you must have the following essential criteria**:

- Previous experience gained in the financial services industry
- An understanding of commercial lending practices is an advantage
- Intermediate skills with MS Office products
- Strong data entry skills
- Data reporting experience
- Exceptional customer service and relationship management skills
- First class verbal and written communication skills
- Excellent listening and retention skills
- A high attention to detail
- A team player with initiative and self-motivation

  • Client Services Administrator

    6 days ago

    Sydney, Australia New South Wales Treasury Corporation (TCorp) Full time

    TCorp provides best-in-class investment management, financial management, solutions and advice to the New South Wales (NSW) public sector. With A$107 billion of assets under management, TCorp is a top 10 Australian investment manager and is the central borrowing authority of the state of NSW, with a balance sheet of A$133 billion. It is rated Aaa (Stable) by...

  • Client Service Administrator

    2 weeks ago

    Sydney, New South Wales, Australia Bongiorno & Partners (NSW) Pty Ltd Full time $60,000 - $80,000 per year

    Company DescriptionBongiorno & Partners (NSW) Pty Ltd has been a market leader in the medical and dental fields for nearly 50 years. Established in 1964, Bongiorno was the first organization in Australia to coordinate the financial affairs of medical and dental professionals, with our Sydney office opening in 1976. We are known for our continuity of...

  • Client-services-administrator

    6 days ago

    Sydney, Australia Talogy Full time

    **Responsibilities**: **About Talogy** We are Talogy. The talent management experts. We craft solutions that screen, select, develop, and engage talent worldwide. By uniting the leading psychologists, data scientists, developers, and HR consultants we bring the power of psychology and technology together so you can make the best data-driven people...

  • Client Services Administrator

    1 week ago

    Sydney, Australia McCullough Robertson Full time

    **The Role** An exciting opportunity exists for a Client Services Administrator to join our Sydney team. Working closely with the Client Services Executive and the Facilities Executive, this position reports to the Human Resources Adviser and will be responsible for providing administrative and general office support for our Sydney office. Client Services...

  • Client Services Administrator

    2 weeks ago

    Sydney, Australia HAYS Full time

    Client Services Administrator Job | Full Time | Permanent | North Sydney **Your new company** This is an opportunity to work with a local financial management company looking to expand their team. **Your new role** - Manage workflows to ensure work is completed and delivered in a timely fashion - Assist in administration with the implementation of client...

  • Account Manager

    2 weeks ago

    Sydney, New South Wales, Australia Client Services Full time $90,000 - $120,000 per year

    Salary: AU$85,000 - AU$100,000Who we areWelcome to The Marketing Practice (tmp). We're not just an agency; we set the bar for advancing B2B marketing, armed with a global team of 300+ B2B specialists ready to unlock potential for our clients. They include incumbent leaders and some of most exciting and fast-growing unicorns in tech, working with them across...

  • Team Client Services Administrator

    6 days ago

    Sydney, Australia HAYS Full time

    Permanent Client Services Administrator | Chartered Accounting Firm | Immediate Start **Your new company** This Chartered Accounting firm located in North Sydney has 2 current vacancies available that has come around due to retirement and relocation of existing long serving employees. They are a growing organisation with a positive and inclusive company...

  • Client Services Officer

    6 hours ago

    Sydney, New South Wales, Australia Fiducian Financial Services Pty Ltd Full time $60,000 - $80,000 per year

    Are you a skilled Client Services Officer looking to develop your career within the financial services industry?We are a nationally recognised Financial Services company seeking a dedicated individual to join our team as a Client Services Officer. The position is based in our Sydney CBD office and offers a competitive package, a professional and friendly...

  • Client Administrator

    1 week ago

    Sydney, Australia bdhSterling Full time

    Are you a superannuation administrator, or do you have experience in other areas of financial services? Are looking for your next challenge and have considered wealth planning? Do you want to work in a Global financial services company who believe that its employees are just as important as its clients? Any transferable skills from working within pensions...

  • Client Services

    2 weeks ago

    Sydney, Australia Engage Personnel Full time

    Exciting new role to join a growing Accounting Practise! - Work with an amazing, fun and supportive team! - Must have previous accounting practice experience in similar role. **The Company** Our client is a highly regarded chartered accounting practice based on the city fringe. They have a relaxed, friendly culture and a solid client base including some...