Ballarat Based Role, WFH Flex, Great Salary, Full-Time Position, Growth Potential Your new company Hays Recruitment Ballarat have partnered with a well-known Financial Services firm in Ballarat that are looking for an experienced Client Services Administrator, this is a full-time role Monday - Friday, with flexible working conditions with potential long term career growth. Your new role As an experienced Client Services Administrator, your day-to-day duties will include, but not limited to the following: Act as the first point of contact for clients, handling non-advice queries and managing incoming calls. Schedule client meetings, assist with applications, and confirm attendance. Prepare and organise client documents and communication pre- and post-meetings. Build and maintain relationships with fund managers, licensees, accountants, lawyers, brokers, and third-party providers. Liaise with third parties on clients behalf and manage implementation updates. Ensure client queries are resolved within 48 hours, with regular updates provided. Maintain professionalism, confidentiality, and accuracy in all correspondence. Attend client meetings to support advisers when required. Escalate complex client issues to advisers as needed. Foster client confidence and satisfaction through excellent service and consistent support. What you'll need to succeed An undergraduate degree in a finance or business-related stream Minimum of 2 years Client Services experience Experience in small / midsized financial planning firm Proven knowledge of Microsoft Office Applications & database systems Experience using XPLAN is desired What you'll get in return A highly competitive remuneration and salary package, based on experience Work from Home / flexible work conditions Career growth Exceptional work culture What you need to do now At Hays, we value diversity and are passionate about placing people in a role where they can flourish and succeed. We actively encourage people from a diverse background to apply. If you're interested in this role, click 'Apply Now' to submit an up-to-date copy of your CV. For further information about this role, please contact: Billy Matic T: 03 5226 8021 E: [email protected]