Client Services Liaison
CurrentAs the primary point of contact, professionalism and timeliness are ensured in all client interactions, including answering calls, responding to emails, scheduling meetings, and updating client information. Various document-related tasks are managed, such as scanning and saving to SharePoint, printing reports, downloading client reports, and processing financial transactions, while keeping records up-to-date in XPlan. Additionally, relevant providers are liaised with to gather client information, communicate with Centrelink on behalf of clients, and efficiently complete various administrative duties as required by advisers and team members.