Client Services Specialist — Training & Growth (Canberra)

RecruitShop; Canberra; On-site; AUD 75,000 - 85,000; Full time

Benefits offered by this job

Full Training & Ongoing Career Growth

Friendly & relaxed team culture

Monthly team celebrations & social 이벤트

Job summary

RecruitShop in Canberra CBD is seeking an administrative support professional to assist the financial planning team. You will greet clients, handle inquiries, coordinate appointments, and maintain client records.

This role is office-based with a supportive team and opportunities for professional development. Join a boutique financial planning practice that emphasises client service, collaboration, and long-term career growth.

Qualifications

• Experience in financial planning or accounting administration.
• Professional presentation and client-focused approach.
• Excellent communication and interpersonal skills.
• Strong organisational skills and attention to detail.
• Ability to work collaboratively within a small team.
• Positive attitude with a willingness to learn.

Responsibilities

• Greeting clients and assisting with general enquiries.
• Answering incoming phone calls and responding to emails.
• Coordinating appointments and managing adviser calendars.
• Preparing client documentation and correspondence.
• Maintaining and updating client records and files.
• Supporting the administration team with day-to-day office tasks.

Skills

Client-facing communication

Time management

Team collaboration

Job description

RecruitShop in Canberra CBD is seeking an administrative support professional to assist the financial planning team. You will greet clients, handle inquiries, coordinate appointments, and maintain client records.

This role is office-based with a supportive team and opportunities for professional development. Join a boutique financial planning practice that emphasises client service, collaboration, and long-term career growth.