Client Services Administrator Job | Full Time | Permanent | North Sydney Your new company This is an opportunity to work with a local financial management company looking to expand their team. Your new role Manage workflows to ensure work is completed and delivered in a timely fashion Assist in administration with the implementation of client portfolios into investment products Ensure accurate record keeping and data entry Follow up on client queries and refer to the relevant person when necessary Overall office upkeep, e.g. ensuring an adequate supply of stationary and equipment What you'll need to succeed Previous experience in a similar role Must have experience using Xplan (client management system) Must have knowledge of the industry (Finance Planning, Banking or Investment experience) High attention to detail What you'll get in return An opportunity to join a high-performing team with a great company culture. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career. Please click here to apply.