Client Services Administrator

Summary about this job

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.