Client Experience Specialist | Front Desk & Admin

ROPAN Financial Planning Group; Traralgon; On-site; AUD 52,000 - 68,000; Full time

Job summary

ROPAN Financial Planning Group is seeking a capable administrator to be the first point of contact for clients in our Victoria, Australia office. You will provide exceptional customer service and administrative support to ensure smooth operations and high levels of client satisfaction.

Key duties include handling enquiries, processing requests, maintaining confidential records, scheduling meetings with financial advisers, and supporting onboarding and reports.

Qualifications

• Excellent customer service and communication skills.
• Strong organisational and time management abilities.
• Proficiency with computer systems and Microsoft Office.
• Attention to detail and discretion with confidential information.
• Ability to work independently and in a team.
• Experience in a client-facing role within financial services preferred.
• Knowledge of client management systems is preferred.

Responsibilities

• Act as the first point of contact for clients via phone, email and in person.
• Process client requests and administrative tasks accurately and promptly.
• Maintain up-to-date client records and databases with confidentiality.
• Schedule appointments and coordinate meetings with advisers.
• Assist with client onboarding and provide necessary documentation.
• Respond to client inquiries regarding accounts, transactions and services.
• Support preparation of client reports and financial documentation.
• Assist with general administrative duties to support the office.

Skills

Customer service

Organisation

Written and verbal communication

Discretion and confidentiality

Independence and teamwork

Attention to detail

Client-facing experience

Knowledge of client management systems

Tools

Microsoft Office

Job description

ROPAN Financial Planning Group is seeking a capable administrator to be the first point of contact for clients in our Victoria, Australia office. You will provide exceptional customer service and administrative support to ensure smooth operations and high levels of client satisfaction.

Key duties include handling enquiries, processing requests, maintaining confidential records, scheduling meetings with financial advisers, and supporting onboarding and reports.