Client Relationship Coordinator

6 days ago

Sydney, Australia Perpetual Limited Full time

Flexible work environment
- Collaborative and supportive team
- Development and upskilling environment

The Client Services Coordinator will provide a consistently high level, warm, friendly, and professional experience for clients. High level of business, strategic and administrative support for the Sydney office. This is an opportunity to build on previous administrative and client services experience while developing relationships with our Advice Clients.

Sounds interesting? Here are some specifics about the opportunity:

- Client Relationship management pre and post seminars to assist the team with business development activity and also in the retention of clients
- Re-engage prospective clients
- Identifying opportunities for additional services and products that may benefit clients and provide recommendations accordingly
- Collaboration with the advisors to develop and implement customised onboarding plans tailored to the client’s specific needs which can include preliminary meetings/calls to ascertain the client/prospects individual needs
- Customer service - building relationships with clients, first point of contact for clients and/visitor experience
- MS teams call coordination and all related correspondence
- Ongoing service agreement appointment process facilitator, client/diary management
- Provide administrative support to the office

To be considered for this opportunity, your qualifications, skills and experience could include:

- Minimum 3 year experience in related field
- Proficiency with computers, especially MS Office
- Project Management experience preferable
- Experience working in a high paced environment will be highly regarded
- In-depth understanding of office management procedures
- An analytical mind with problem-solving skills and ability to suggest improvements
- Excellent organisational, multitasking and time management abilities
- A team player with leadership skills

Our opportunity We’d love to learn more about how your interests and experience could be a fit. Here at Perpetual, we are committed to supporting a flexible working environment enabling you to work how and where you work best. Our benefits
- Two weeks additional paid leave for Well-being & Community Leave
- Market competitive Parental Leave
- Access to our Well-being Benefits and Perpetual Discounts providing discounts and special offers on entertainment, clothing, homeware, gift cards, technology, travel, dining and more

Why join us? You'll be joining a growing client-focused and collaborative global team with a values and purpose-driven culture. Each and every day our people bring to life our enterprise behaviours - Stretch, Own It, and Make an Impact. We value Diversity and Inclusion and know that the unique backgrounds, experiences, and perspectives of our people contribute immensely to the delivery of our purpose and strategy. We’re living this commitment as a WGEA Employer of Choice for Gender Equality and have a growing number of employee-led networks to raise awareness and promote Diversity and Inclusion at Perpetual. We are extremely proud to work directly with over 23 Aboriginal language groups in various communities across Australia and we pay our respects to all Aboriginal and Torres Strait Islander People: and to their Elders past and present. Aboriginal and Torres Strait Islander People are strongly encouraged to apply.

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