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

• A highly competitive remuneration and salary package, based on experience
• Work from Home / flexible work conditions
• Career growth
• Exceptional work culture

What you need to do now