Client Services Coordinator
Findex
- Burnie, TAS
- Permanent
- Full-time
- Collaborative, supportive social team - come join us!
- Do you want to love where you work?
- Internal progression first mindset - build your career
- Key liaison between Advisor Support, Advisory Services and Client Services
- Monitor workflow and capacity of all staff
- Maintain our workflow management database
- Job allocations
- Drive group KPI's to ensure turnaround and productivity targets are achieved
- Prepare and circulate weekly reporting
- Chair a variety of weekly meetings
- Assist with prioritisation of work
- Communicate with clients and assisting with their queries
- Liaise and manage cross office work-sharing
- Career development and ongoing training support
- Health insurance discounts
- Employee Assist Program access supporting a healthy work-life balance
- Access to Reward & Recognition Benefits program
- Comprehensive training including a dedicated buddy
- Strong stakeholder management skills and adept at building positive working relationships
- Previous experience managing a team or allocating workloads
- A genuine team player attitude and willingness to learn
- High attention to detail and excellent time management skills
- A proactive mindset, enjoys a challenge and takes ownership of their work