Client Services Administrator [Australia]

 

The Client Service Administrator (CSA) role is part of the team that is responsible for providing a broad range of support to the Advice team, in the provision of high-quality ongoing services to existing and prospective clients.

Key Responsibilities

• Provision of exemplary client service, meeting and greeting clients, managing inquiries and requests.

• Developing a deep knowledge of and strong working relationship with third parties to assist with obtaining information, activities, and processes, and reporting, within agreed time frames

• Maintaining systems (including the Client Relationship Management System), processes, and tools, ensuring data integrity

• Assist in administrative functions for the team.

For the full role description or to apply email careers@loricapartners.com.au

We acknowledge each of us contributes to inclusion. Our culture is the reflection of our behaviours and how we live our values of collaboration, curiosity, and empathy. Collectively, these values support the sharing of perspectives by encouraging us to try new things, speak openly, and be inclusive. Upholding our values each day contributes to an inclusive culture to help deliver our mission.

 

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