Client Experience & Admin Specialist (Hybrid)

Envision Financial; Australian Capital Territory; Hybrid; AUD 80,000 - 100,000; Full time

Benefits offered by this job

Hybrid work environment

Immediate start

Competitive salary

Job summary

Envision Financial is seeking a friendly, organised Client Services role in a hybrid setup. You will greet clients, manage diaries, coordinate between advisers and clients, and maintain accurate CRM records. You’ll handle paperwork, process applications, and liaise with platforms and insurers to keep things moving smoothly.

The role emphasizes meticulous attention to detail, a calm, professional manner, and a genuine willingness to help. Immediate start and a competitive salary are offered.

Qualifications

• Rock-solid organisational skills; you anticipate priorities.
• Comfort with financial services admin or CRMs, or quick learner.
• An eye for detail sharp enough to catch typos and errors.

Responsibilities

• Be the face and voice of the practice, greeting clients and handling queries.
• Manage diaries, book client meetings, and coordinate with advisers.
• Prepare meeting packs, process applications, and maintain client records.
• Liaise with platforms, super funds, and insurers to action tasks on time.
• Support compliance by ensuring documentation and processes meet standards.
• Guide new clients through account setup and onboarding processes.

Skills

Organisational skills

Attention to detail

Customer service

CRM familiarity

Tools

CRM software

Job description

Envision Financial is seeking a friendly, organised Client Services role in a hybrid setup. You will greet clients, manage diaries, coordinate between advisers and clients, and maintain accurate CRM records. You’ll handle paperwork, process applications, and liaise with platforms and insurers to keep things moving smoothly.

The role emphasizes meticulous attention to detail, a calm, professional manner, and a genuine willingness to help. Immediate start and a competitive salary are offered.