Client Services Assistant

Highland Recruitment; Bowral; On-site; AUD 48,000 - 64,000; Full time

Job summary

Highland Recruitment in Bowral seeks a Client Services Assistant to support clients through the claims process and handle varied administrative tasks. You will be the first point of contact, answering calls and directing enquiries to the appropriate person.

You will prepare client documentation using templates, review paperwork for criteria, and liaise with state and federal organisations while maintaining accurate client records in a collaborative team environment.

Qualifications

• Strong verbal communication is essential for client contact and call handling.
• Clear written communication for documenting client interactions and reports.
• Excellent organisational skills to manage multiple cases and deadlines.
• Meticulous attention to detail when reviewing forms and supporting documents.
• Adaptability to changing priorities and processes.
• Comfort with learning new systems and processes.
• Experience in claims, legal or financial services is highly regarded.

Responsibilities

• Answering incoming calls and directing enquiries across the business
• Preparing client documentation using established templates
• Reviewing submitted paperwork to ensure it meets the relevant criteria
• Guiding clients through the claims process
• Liaising with state and federal organisations and share registries
• Maintaining accurate client records and monitoring workflow
• Using Microsoft Word, Excel, SharePoint and the company CRM
• Supporting general office management, including ordering supplies and liaising with suppliers

Skills

Verbal communication

Written communication

Organisational skills

Attention to detail

Adaptability

Learning new systems

Claims/financial services experience

Tools

Word

Excel

SharePoint

CRM

Job description

Join an established Bowral-based business in a varied client services and administration role, helping individuals navigate detailed claims and documentation processes.

As a Client Services Assistant, you’ll support clients throughout the claims process, ensuring each case is handled accurately and efficiently.You’ll also be the first point of contact for the business, answering incoming calls and directing enquiries to the appropriate person.

Your responsibilities

• Answering incoming calls and directing enquiries across the business
• Preparing client documentation using established templates
• Reviewing submitted paperwork to ensure it meets the relevant criteria
• Guiding clients through the claims process
• Liaising with state and federal organisations and share registries
• Maintaining accurate client records and monitoring workflow
• Using Microsoft Word, Excel, SharePoint and the company CRM
• Supporting general office management, including ordering supplies and liaising with suppliers

Join an established Bowral-based business in a varied client services and administration role, helping individuals navigate detailed claims and documentation processes.

As a Client Services Assistant, you’ll support clients throughout the claims process, ensuring each case is handled accurately and efficiently.You’ll also be the first point of contact for the business, answering incoming calls and directing enquiries to the appropriate person.

Your responsibilities

• Answering incoming calls and directing enquiries across the business
• Preparing client documentation using established templates
• Reviewing submitted paperwork to ensure it meets the relevant criteria
• Guiding clients through the claims process
• Liaising with state and federal organisations and share registries
• Maintaining accurate client records and monitoring workflow
• Using Microsoft Word, Excel, SharePoint and the company CRM
• Supporting general office management, including ordering supplies and liaising with suppliers

About you

• Strong verbal communication skills are essential, as you’ll regularly speak with clients and answer incoming calls
• Confident and professional written communication skills
• Strong organisational skills and the ability to manage multiple priorities
• Excellent attention to detail and a careful, methodical approach to paperwork
• Adaptable and calm when things get busy or priorities change
• Comfortable learning new systems and processes
• Experience in claims, legal or financial services would be highly regarded

This role would suit a dedicated and organised professional who enjoys helping people, takes pride in getting the details right and is keen to grow within a supportive team.