Client Services Administrator

Ballarat Based Role, WFH Flex, Great Salary, Full-Time Position, Growth Potential

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

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

Summary

Job Type
Permanent
Industry
Accountancy Firms
Location
VIC - Ballarat
Specialism
Accounting Support
Ref:
2922375

Talk to a consultant

Talk to Billy Matic, the specialist consultant managing this position, located in Ballarat
Suite 4, Level 1, 17 Armstrong Street South

Telephone: 052268021

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