Client Service Administrator Client Service Administrator …

Hays Banking
in Perth, Western Australia
Permanent, Full time
Be the first to apply
Hays Banking
in Perth, Western Australia
Permanent, Full time
Be the first to apply
Hays Banking
See job description for details
A boutique investment & financial advisory firm is seeking an experienced CSA to join their hardworking team
Your new company

This is an excellent opportunity for a Client Service Administrator to join a boutique financial advisory firm based in Subiaco. For the successful applicant they offer a competitive salary package commensurate with experience, ongoing training and development and a friendly and supportive team environment.

Your new role

Managing an allocation of workflow from our Client Service Managers, your duties will include;
  • Maintaining valued relationships and assisting with queries from our high net worth client base
  • Implementation of advice documents
  • Assisting the advisory team to continue to deliver our high service standards.
  • Maintenance of Xplan client data.
  • Liaising with our professional networks; administration service providers, stockbrokers, insurance providers, etc.
  • Transacting ASX listed securities on client's portfolios, via our service providers, as instructed.
  • General office duties.
  • Some technical research, as required by the advisers or clients.
What you'll need to succeed

Your previous experience in a similar role within this area will lead to your success, as will:
  • Previous client service experience (preferably within the financial services industry).
  • Excellent communication skills (written and verbal) and a professional presentation.
  • Exceptional attention to detail.
  • Ability to work cohesively in a small, dedicated team environment.
  • High level of integrity and ethics.
  • A flexible, proactive attitude and pragmatic approach to meeting client needs.
  • Knowledge of Xplan or similar industry software is advantageous.
What you'll get in return

In return for your dedication and hard work you will be rewarded with:
  • A competitive salary.
  • Employment with a well-respected boutique investment and financial advisory firm in the heart of Subiaco.
  • A friendly and supportive team environment.
What you need to do now

If you're passionate about this role, click 'apply now' or for more information and a confidential discussion or to find out about other opportunities in Banking contact Rory Jackson at Hays on 08 9265 9133 or email

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 diverse backgrounds to apply.

LHS 297508 #2558322
Company Overview

About Hays
Hays is the leading global specialist recruiting group. We are the experts at recruiting qualified, professional and skilled people worldwide, being the market leader in Asia Pacific and the UK and one of the market leaders in Continental Europe and Latin America. We operate across the private and public sectors, dealing in permanent positions, contract roles and temporary assignments.

Hays believes the right job can transform a person's life and the right person can transform a business. They are passionate about connecting candidates with the right job for them.

Hays operates in over 40 locations throughout Australia and New Zealand. They find permanent jobs for over 15,000 people a year and temporary and contract assignments for over 25,000 people a year and at any one time employ over 20,000 temporaries and contractors.

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