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Client Service Coordinator Gold Coast

Location Brisbane, Queensland
Job Type Permanent
Reference JO-2008-101266_1598836019
Posted 27 days ago

Davidson are privileged to be exclusively partnering with a leader in the Financial Services industry. The organisation creates strong partnerships, outstanding delivery models with a flexible and agile approach to all clients and their needs. They have a reputation for high performance and producing quality outcomes for clients. This role will be based at their Gold Coast Office.

About the Role
This exceptional opportunity requires a blend of high-level administration, financial acumen and customer service from an experienced Client Service Coordinator. Your success will be determined by your ability to build rapport, maintain workflow and be the first point of contact for the firm's clients.

Responsibilities:

  • Work closely with offshore Accountants to manage the workflow for a portfolio of clients within agreed KPI timeframes
  • Scheduling meetings with clients for weekly, monthly, quarterly and annual reporting deadlines
  • Liaise with clients to gather required documentation and query resolution
  • Preparation of reports, documents and letters for client communication
  • Invoicing and debtor management
  • Database management
  • Resposible for the various office duites including, reception, kitchen and team administration support as directed


About You

  • Advanced written and verbal communications skills
  • Previous executive administration experience
  • Possess a high level of attention to detail
  • Strong judgment, integrity and independence
  • Effective stakeholder engagement and influencing skills
  • Ability to identify and action problems while being aware of delegated authority
  • Maintain a high level of professionalism when dealing with queries and questions
  • Highly effective time management and organisational skills
  • Strong personal accountability and self-direction


The Benefits

  • Well established and growing firm
  • Opportunity to develop into a Client Services Manager
  • Gold Coast location where - Merrimac
  • Family friend culture
  • Supportive management



To apply, click the link and upload your current resume in Microsoft Word format only (.doc or .docx). If you would like to have a confidential discussion, please contact Jenny Prince on 07 3023 1044, quoting ref no. JO-2008-101266. Want to know more about Davidson? Visit us at www.davidsonwp.com