Client Services Administrator

1 week ago Be among the first 25 applicants

facilit8 Business Support offers high-quality business support services for ambitious financial advisers, planners, and mortgage brokers. The company aims to free up their clients' time, allowing them to focus on their core activities, scale their business without the need for additional staff, and achieve a better work-life balance.

Role Description

This is a full-time remote role for a Client Services Administrator. The role involves providing exceptional client services, effective communication, customer service, financial assistance, and administrative support on a day-to-day basis.

Qualifications

• Client Services and Customer Service skills
• Experience in Finance and Administrative Assistance
• Ability to multitask and prioritize tasks effectively
• Attention to detail and organizational skills
• Proficiency in Microsoft Office and relevant software
• Experience in the financial services industry is a plus

Seniority level

Seniority level

Entry level

Employment type

Employment type

Full-time

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