Your new company
Hays Recruitment Ballarat have partnered with a well-known Financial Services firm in Ballarat that are looking for an experienced Client Services Administrator, this is a full-time role Monday - Friday, with flexible working conditions with potential long term career growth.
Your new role
As an experienced Client Services Administrator, your day-to-day duties will include, but not limited to the following:
- Act as the first point of contact for clients, handling non-advice queries and managing incoming calls.
- Schedule client meetings, assist with applications, and confirm attendance.
- Prepare and organise client documents and communication pre- and post-meetings.
- Build and maintain relationships with fund managers, licensees, accountants, lawyers, brokers, and third-party providers.
- Liaise with third parties on clients’ behalf and manage implementation updates.
- Ensure client queries are resolved within 48 hours, with regular updates provided.
- Maintain professionalism, confidentiality, and accuracy in all correspondence.
- Attend client meetings to support advisers when required.
- Escalate complex client issues to advisers as needed.
- Foster client confidence and satisfaction through excellent service and consistent support.
What you'll need to succeed
An undergraduate degree in a finance or business-related stream
Minimum of 2 years Client Services experience
Experience in small / midsized financial planning firm
Proven knowledge of Microsoft Office Applications & database systems
Experience using XPLAN is desired
What you'll get in return
What you need to do now
At Hays, we value diversity and are passionate about placing people in a role where they can flourish and succeed. We actively encourage people from a diverse background to apply.
If you're interested in this role, click 'Apply Now' to submit an up-to-date copy of your CV.
For further information about this role, please contact:
Billy Matic T: 03 5226 8021 E: billy.matic@hays.com.au
LHS 297508