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Get in touch

Client Services Administrator

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Our client is seeking a Client Services Administrator to join their dynamic team based in Gold Coast. This role offers an exciting opportunity to provide exceptional administrative and marketing support within a financial planning environment. The successful candidate will have the chance to add value to client relationships through outstanding engagement and communication, while also managing advisor workflows and processing administrative tasks.

What you'll do:

As a Client Services Administrator, you will play a crucial role in supporting a team of Advisers (although mostly one) to successfully manage and develop their business. Your day-to-day responsibilities will include managing advisor workflows, providing high-level administrative support, establishing and maintaining client accounts, and assisting with the preparation of various documents such as SOA's and pitch documents. You will also be responsible for arranging and managing the team's schedule and events. Your commitment to delivering excellent customer service will be key in building rapport with clients and developing outstanding client engagement.

  • Manage advisor workflows and process administrative tasks efficiently
  • Provide high-level administrative support to the team and respond to client queries effectively
  • Establish and maintain client accounts ensuring all compliance obligations are met
  • Proactively manage risk and compliance by adhering to policies, processes, and procedures
  • Assist teams in preparing Statements of Advice (SOA), pitch documents, portfolio reviews, and marketing material
  • Arrange and manage the team's schedule and events as required

What you bring:

The ideal candidate for the Client Services Administrator role will bring a wealth of experience from a background in financial services or professional services administration. You will possess excellent written and verbal communication skills which will enable you to build strong relationships with both clients and colleagues. Your proficiency in Microsoft Office coupled with your general understanding of financial markets will be essential for success in this role. Above all, your passion for delivering exceptional customer service will set you apart.

  • Background in financial services (favourable though not necessary) or professional services administration
  • Excellent written and verbal communication skills
  • Strong interpersonal and rapport building skills
  • Experience in a professional services environment
  • Proficiency in Microsoft Office (Excel, Word, Outlook & Powerpoint)
  • General understanding and interest in financial markets

What sets this company apart:

Our client boasts one of the largest client books on the eastern seaboard of Australia. They offer a competitive salary and an environment that fosters learning and growth. This is a unique opportunity to be part of a well-performing financial planning practice where your contributions will be valued and recognised.

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply please click apply or call Matthew Hall on 07 3032 2264 for a confidential discussion.

Contract Type: FULL_TIME

Specialism: Banking & Financial Services

Focus: Investment Management

Industry: Financial Services

Salary: Attractive Salary Package

Workplace Type: On-site

Experience Level: Associate

Location: Gold Coast

Job Reference: 1972900/001

Date posted: 22 May 2024

Consultant: Matthew Hall

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