Part-Time Front Office Client Services Specialist

DCL Recruitment; Sydney; On-site; AUD 34,000 - 48,000; Part time

Job summary

Our Client is a well established financial planning firm offering a high performing, progressive and supportive team environment. In this Part Time role you will join the Client Services Team to provide Front Office client service support and assist with daily office administration in a positive, autonomous setting.

You will manage four Advisors' diaries, use CRM to start and manage workflows, be the first point of contact for clients by phone and in person, and help with general office duties.

Qualifications

• Experience working in a fast paced environment.
• High attention to detail and strong organisational skills.
• Proficient with Word, Excel, PowerPoint and Outlook.
• Experience using CRMs.

Responsibilities

• Manage x4 Advisors' diaries – scheduling client meetings.
• Daily use of CRM to start and manage workflows and updates.
• First point of Client contact both over the phone and face to face.
• Team assistance & general office duties.

Skills

Self starter

Attention to detail

Organisational skills

Multi-tasking

Tools

Word

Excel

PowerPoint

Outlook

CRM software

Job description

Our Client is a well established financial planning firm offering a high performing, progressive and supportive team environment. In this Part Time role you will join the Client Services Team to provide Front Office client service support and assist with daily office administration in a positive, autonomous setting.

You will manage four Advisors' diaries, use CRM to start and manage workflows, be the first point of contact for clients by phone and in person, and help with general office duties.