Job Title

Our client is Australias leading asset recovery business. Their mission? To help people reclaim shares, dividends, and other financial assets they may have lost track of, or didnt even know existed.As a Client Services Assistant, youll play a key role in supporting individuals through the asset recovery process. Working closely with our Client Services Specialists, youll help ensure cases move swiftly and smoothly by preparing documents, reviewing submissions, and liaising with state and federal organisations and share registries.Your responsibilities:Preparing client documentation using established templatesReviewing submitted paperwork to ensure it meets relevant criteriaGuiding clients through the process via phone or video callsUsing Microsoft Office programs (Word, Excel, SharePoint) and our CRM to manage files and workflowPreparing client documentation using established templatesReviewing submitted paperwork to ensure it meets relevant criteriaGuiding clients through the process via phone or video callsUsing Microsoft Office programs (Word, Excel, SharePoint) and our CRM to manage files and workflowQualifications and SkillsExperience in claims, legal, or financial services is idealStrong organisational skills and the ability to juggle multiple tasksConfident communicator, both written and verbal - youll be drafting documents and speaking with a wide range of stakeholdersDetail-oriented with a careful, methodical approach to paperworkAdaptable and calm when things get busy or change suddenlyExperience in claims, legal, or financial services is idealStrong organisational skills and the ability to juggle multiple tasksConfident communicator, both written and verbal - youll be drafting documents and speaking with a wide range of stakeholdersDetail-oriented with a careful, methodical approach to paperworkAdaptable and calm when things get busy or change suddenlyIf you are a dedicated professional who thrives in a dynamic office environment, values precision, and is eager to grow and contribute to a high-performing team, we would love to hear from you.Apply today and take the next step in your career!Unlock job insightsSalary match Number of applicants Skills matchYour application will include the following questions:Which of the following statements best describes your right to work in Australia? Do you have customer service experience? Which of the following Microsoft Office products are you experienced with? Do you have experience in administration? What''s your expected annual base salary?Client Relationship Officer - Health ServicesBowral, Southern Highlands & Tablelands NSW7d agoCustomer Service/Admin SupportGlobal PumpsBowral, Southern Highlands & Tablelands NSW1d agoOffice & Administration ManagerTouchstone Systems Pty Ltd10d agoWhat can I earn as a Client Services Officer #J-18808-Ljbffr