Client Administrator (IFA) Client Administration • Perth

We are looking for our next Client Services Team member. This position offers a fantastic chance to gain valuable experience and insight into the dynamic field of finance.

Key Responsibilities :

The Client Administrator will be responsible for, although not limited to, the following tasks :

• Managing and building relationships with our clients
• Understanding and implementing financial advice presented to our client bank
• Working with global peers to achieve timely client results
• Preparing and processing client documentation
• Working closely with other departments to achieve sound client outcomes
• Providing accurate and detailed client communication
• Completing contact logging and record keeping of daily activities
• Updating and maintaining the client databases
• Undertaking a variety of research and projects
• Being part of the continued success of the global client services team
• Mail sorting and scanning
• Greeting clients and business partners
• Answering phone calls from clients and business partners

Requirements :

What We Offer :

We deeply value our employees andwe proudly offer a comprehensive range of benefits designed to support your wellbeing and professional growth.

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