Client Services & CRM Coordinator

Altus Financial Pty Ltd; Sydney; In loco; AUD 65.000 - 90.000; Tempo pieno

Descrizione del lavoro

Altus Financial Pty Ltd in Macquarie Park, NSW, is seeking an experienced administrative professional to support client services and CRM workflows across a top AFR-listed advisory firm.

You will liaise with clients by phone and email, manage debt collection and invoicing, and maintain NetSuite records while contributing to a flexible, supportive workplace that values professional growth and balance.

Competenze

• Minimum 5 years' experience in administrative or client services within accounting/financial services.
• Advanced MS Office skills and MYOBAE.
• Strong written and verbal communication, time management and attention to detail.

Mansioni

• Liaise with CRM, Manager and team on all client matters as required.
• Liaise with clients by telephone and email including arranging meetings.
• Assist with initial debt collection and escalate issues as needed.
• Follow up CRM and Manager on outstanding matters.
• Prepare and send client correspondence and completed client work electronically.

Conoscenze

Admin experience

MS Office

MYOBAE

NetSuite

Communication

Time management

Attention to detail

Strumenti

NetSuite

MYOBAE

Descrizione del lavoro

Altus Financial Pty Ltd in Macquarie Park, NSW, is seeking an experienced administrative professional to support client services and CRM workflows across a top AFR-listed advisory firm.

You will liaise with clients by phone and email, manage debt collection and invoicing, and maintain NetSuite records while contributing to a flexible, supportive workplace that values professional growth and balance.