Client Services Administrator
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About us: At Bridges, we pride ourselves on developing strong relationships with our valued Financial Planning clients.
Summary about this job
Financial Planning
Company: Bridges Thornleigh
Location: Sydney
Work type: Part Time
Salary: $55,000 - $64,999 pa.pro rata
Phone: +61-7-4370-1550
Fax: +61-7-6300-3597
E-mail: n\a
Site: n\a
Detail information about job Client Services Administrator. Terms and conditions vacancy
Part Time role:
As a Customer Services Administrator, you will have excellent customer services administration skills. You will be passionate about offering excellent customer service to our valued Financial Planning clients.
You are a self-motivated individual who takes pride in being a proactive, highly organised and enjoy supporting others.
We are looking for a motivated Client Services Administrator who has:
- Excellent client services administration,
- 5 plus year background in the Financial Services industry either working for a Financial Planning Practice or a Financial Services organisation,
- A High level of computer based skills (i.e. Microsoft Office, Excel, Industry based packages such as P-Manager),
- The capacity to be self-managing and goal oriented,
- A demonstrated commitment to on-going continuing education,
- Obtained their PS 146 qualifications and may be looking to upskill over the following years to become a Financial Planner,
- The ability to demonstrate excellent customer service to Financial Planning clients and building strong relationships with our valued clients,
- Professionalism,
- A keen eye for detail and is systems and processes oriented with a strong professional work ethic.
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