Client Services

Client Services AdministratorAs a Client Services Administrator, you will play a pivotal role in delivering an exceptional client experience by supporting advisers and ensuring the smooth implementation and ongoing management of client strategies. You will act as the key operational link between clients, advisers, product providers, and internal stakeholders, helping to maintain high service standards and efficient practice operations.
Key Responsibilities:Manage client onboarding and implementation processes.Prepare and process applications, policy amendments, and service requests.Liaise with insurers, superannuation funds, and other providers to facilitate client outcomes.Coordinate adviser appointments, reviews, and follow-up activities.Maintain accurate client records and ensure compliance with regulatory requirements.Assist with the preparation of advice documentation and client correspondence.Proactively monitor outstanding requirements and keep clients informed throughout the process.Support the delivery of exceptional client service and ongoing relationship management.
About You:Highly organised with strong attention to detail.Excellent communication and relationship-building skills.Ability to manage multiple priorities in a fast-paced environment.Proactive, solutions-focused, and committed to delivering outstanding client outcomes.Experience in financial planning, insurance, wealth management, or professional services is advantageous.
What Success Looks Like: You thrive on helping clients, enjoy working collaboratively within a team, and take pride in creating seamless experiences that allow advisers to focus on providing strategic advice while clients feel informed, supported, and valued throughout their journey.