Client Services Administrator

1 week ago

Sydney, New South Wales, 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 portfolios into investment products
- Ensure accurate record keeping and data entry
- Follow up on client queries and refer to the relevant person when necessary
- Overall office upkeep, e.g. ensuring an adequate supply of stationary and equipment

**What you'll need to succeed**
- Previous experience in a similar role
- Must have experience using Xplan (client management system)
- Must have knowledge of the industry (Finance Planning, Banking or Investment experience)
- High attention to detail

**What you'll get in return**

An opportunity to join a high-performing team with a great company culture.

**What you need to do now**

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.

2854756

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