Client Service Coordinator | WFH

2 - 4 Years

Group Company: PH - Intogreat Solutions Philippines Inc

Designation:
Client Service Admin

Office

Location:

The Client Service Administrator provides administrative and operational support to ensure smooth delivery of services to clients. They handle documentation, process requests, and coordinate with internal teams to maintain accuracy and efficiency. This role is essential in upholding service standards and fostering positive client experiences through timely and organized support.

• Client Support:
  Act as the first point of contact for clients, handling inquiries professionally and ensuring timely responses.
• Documentation Management:
  Prepare, lodge, and maintain client documentation in compliance with Australian regulatory requirements.
• Appointment Coordination:
  Schedule client meetings, prepare agendas, and ensure all necessary materials are available.
• Data Entry & Record Keeping:
  Maintain accurate and up-to-date client records in CRM systems and other platforms.
• Compliance Assistance:
  Ensure all client files and processes adhere to Australian laws, industry standards, and company policies.
• Communication Handling:
  Manage incoming calls, emails, and correspondence, directing them appropriately and responding where necessary.
• Reporting Support:
  Assist in preparing client service reports and summaries for internal and external use.
• Workflow Management:
  Monitor and track client service tasks to ensure deadlines and deliverables are met.
• Confidentiality:
  Handle sensitive client information with discretion and in accordance with privacy regulations.
• Administrative Support:
  Provide general office assistance, including filing, scanning, and managing correspondence.
• Client Onboarding:
  Support the onboarding process for new clients, ensuring smooth transition and compliance.
• Process Improvement:
  Identify opportunities to enhance client service processes and improve efficiency.

Updated Date

16-Oct-2026

Department

Accounting

Location