Brisbane Client Services & Onboarding Specialist

Perigon Group; Brisbane; On-site; AUD 55,000 - 75,000; Full time

Job summary

Perigon Group is seeking a Client Services Associate to join our Brisbane team. You will act as the main point of contact for clients and stakeholders, handling enquiries and servicing requirements from start to finish.

You will work across client onboarding, account maintenance, transactions, reporting and ongoing servicing, building relationships with clients, financial advisers, external service providers and teams across the broader business.

Qualifications

• Must have experience in client-centric environments and deliver high-quality service.
• Excellent communication and interpersonal abilities with a professional demeanour.
• Ability to manage competing priorities and maintain accurate records.

Responsibilities

• Act as key contact for clients and stakeholders.
• Handle client enquiries and servicing requirements from start to finish.
• Support client onboarding, account maintenance and ongoing servicing.
• Coordinate transactions, documentation, reporting and client communications.
• Investigate and resolve client issues with internal teams.
• Maintain accurate client records and documentation.
• Collaborate with administrators and external service providers.
• Ensure client requests are followed through to resolution.
• Identify opportunities to improve client service processes and workflows.
• Contribute to a collaborative, client-focused team environment.

Skills

Interpersonal skills

Communication skills

Client-facing experience

Relationship-building

Organisational skills

Attention to detail

Proactive attitude

Problem-solving

Teamwork

Education

Bachelor-level degree in Business/Finance/Economics or equivalent

Job description

Perigon Group is seeking a Client Services Associate to join our Brisbane team. You will act as the main point of contact for clients and stakeholders, handling enquiries and servicing requirements from start to finish.

You will work across client onboarding, account maintenance, transactions, reporting and ongoing servicing, building relationships with clients, financial advisers, external service providers and teams across the broader business.