Client Experience & Onboarding Specialist

Adlogic; City Of Mandurah; On-site; AUD 41,000 - 59,000; Full time

Benefits offered by this job

Salary packaging options

Job summary

People Who Care in Mandurah is seeking a Client Engagement Administrator to provide friendly, person-centred support across phone, email, in-person and written enquiries. You will onboard new clients, maintain accurate CRM records and ensure data is compliant with organisational and legislative requirements.

Working with the Client Engagement Officer and Service Coordinators, you will support administrative processes, reporting and data quality to help deliver high-quality services.

Qualifications

• Certificate III in Business Administration or equivalent.
• National Criminal History Check and NDIS Worker Screening Check.
• Ability to maintain confidentiality and handle sensitive information.

Responsibilities

• Handle incoming calls, emails and enquiries in a courteous manner.
• Onboard new clients into the CRM with accurate data entry.
• Guide clients through onboarding and explain services.
• Maintain up-to-date client records and service data.
• Escalate complex enquiries to the team when needed.
• Support admin processes for aged care and disability sector.
• Assist with service data reporting and analysis.
• Receive client payments and handle financial enquiries where appropriate.
• Support volunteers with administrative tasks.
• Contribute to continuous improvements of processes.

Skills

Customer service

Communication

Administration

Data entry

Attention to detail

Teamwork

Education

Certificate III in Business Administration

Tools

CRM systems

Microsoft Excel

Job description

People Who Care in Mandurah is seeking a Client Engagement Administrator to provide friendly, person-centred support across phone, email, in-person and written enquiries. You will onboard new clients, maintain accurate CRM records and ensure data is compliant with organisational and legislative requirements.

Working with the Client Engagement Officer and Service Coordinators, you will support administrative processes, reporting and data quality to help deliver high-quality services.