Client Services Executive

Are you someone who takes pride in delivering exceptional service, staying organised and creating a seamless customer experience? We’re partnering with a highly successful, well-established and one of the wealthiest privately owned Australian businesses to recruit a Client Services Executive for a unique and customer-facing opportunity within a premium environment.

This is a varied role where no two days look the same. You’ll be the first point of contact for clients, supporting them with enquiries, account administration and day-to-day service needs, while helping maintain the high standards expected in a trusted and professional setting.

Working closely with the General Manager, you’ll play an important role in ensuring clients receive a responsive, polished and professional experience across every interaction. This is a hands-on position combining customer service, administration, relationship management and operational support.

Key responsibilities include:

• Managing inbound phone calls, emails and client enquiries
• Assisting clients in person, over the phone and via email
• Setting up new client accounts and processing payments
• Managing renewals, records and ongoing account administration
• Supporting client enquiries relating to purchases, sales and holdings
• Preparing reports and maintaining accurate documentation
• Conducting client tours and presenting services to prospective customers
• Completing outbound calls to potential and existing clients
• Assisting with overdue account follow-up where required
• Managing insurance records and issuing certificates
• Coordinating office and site maintenance requirements
• Liaising with internal teams including Finance, IT and Marketing, as well as external suppliers
• Completing compliance and identification checks in line with internal processes

We're looking for a proactive and service-driven professional who enjoys working with people, takes ownership of your work and thrives in a role that balances customer interaction with administration.

You’ll ideally bring:

• Previous experience in administration, client services or customer service
• Strong attention to detail and excellent organisational skills
• A professional and polished presentation style
• Excellent verbal and written communication skills
• Confidence dealing with clients face-to-face and over the phone
• Intermediate Microsoft Office skills, including Excel
• A positive, can-do attitude with the ability to adapt in a changing environment
• A self-motivated approach and willingness to go above and beyond

This is an opportunity to join a respected and growing business with a strong reputation in its sector. You’ll be part of a professional team, gain exposure to a unique industry and step into a role where service excellence and trust are genuinely valued.





TS.SYD