Client Relationship Associate - Remote

Overview

An exciting opportunity for a Client Relationship Associate to support Health and Personal Injury Client Relationship Managers by providing high-quality administrative and client-focused support.

In Short

• Provide exceptional service to clients with complex needs.
• Act as a key contact in the absence of the CRM.
• Support CRMs with administrative tasks.
• Ensure compliance with relevant policies and regulations.
• Maintain accurate and up-to-date client records.
• Collaborate with internal and external stakeholders.
• Contribute to a high-performing team environment.
• 12-month contract with a chance for permanent transition.

Requirements

• Experience in the trustee, financial, or legal sector.
• Strong relationship-building skills.
• Excellent communication and interpersonal skills.
• Highly organized with strong administrative skills.
• Proficiency in Microsoft Office.
• A team player with initiative and resilience.

Benefits

• A warm, open, and supportive culture.
• An attractive remuneration package.
• Employee wellness program.
• Workplace volunteering and giving program.
• Discounted tax and estate planning services.
• 16 weeks paid parental leave for the primary carer.
• Great central CBD location and modern office facilities.
• Flexible/Hybrid working environment.