Client Experience Assistant - Remote

Overview

The Client Experience Assistant will support a leading Australian financial services company by performing various administrative tasks, ensuring smooth operations and compliance across multiple areas.

In Short

• Work from home as a Client Experience Assistant.
• Perform ID verification checks for client details.
• Conduct credit checks to assess financial standings.
• Carry out property title searches and assist in appraisals.
• Organise and manage digital and physical documents.
• Enter and maintain accurate data in systems.
• Conduct conflict checks to avoid conflicts of interest.
• Update CRM systems, including HubSpot and Salesforce.
• Work closely with a collaborative team.
• Full-time role with a Monday to Friday schedule.

Requirements

• Detail-oriented and highly organized.
• Experience in administrative tasks and data entry.
• Familiarity with CRM systems, preferably HubSpot and Salesforce.
• Strong communication skills.
• Ability to work independently and manage time effectively.
• Prior experience in financial services is a plus.

Benefits

• 100% remote work opportunity.
• Direct hire by the client, not an outsourcing agency.
• Opportunity to work with top talent in a collaborative environment.
• Access to continuous learning and professional development.