Client Services Consultant, Fordham
Perpetual · Perth
- More time off for the things that matter - up to 6 weeks’ leave annually
- Work where we work best - hybrid office/work-from-home environment
- Work in a collaborative and supportive team environment
About Fordham
At Fordham, we specialise in helping Australia’s leading business owners and Managers with all facets of their business.
Our industry leading Business Advisors enjoy a varied breadth of work, helping clients build both their business value and personal wealth.
We think our unique business model, coupled with our drive for our people’s growth and diversity, makes us a great place for ambitious people to realise their potential and thrive.
Fordham is part of Perpetual Wealth. As part of an exciting new chapter, Perpetual Wealth will soon become a standalone business as part of the recently announced acquisition by Bain Capital. This creates a unique opportunity to join a business focused on growth, innovation, and delivering exceptional outcomes for clients.
About the role
Fordham specialises in delivering member benefits programs and consulting services to Aboriginal communities around Australia. This Perth based role will provide support to the Executive Office Team. Reporting to the Client Services Manager the Client Services Consultant will be required to liaise with members of the Community, Trust Managers, Community Services Consultants, the Payments Team and various other stakeholders. You will deliver professional and responsive services to members, ensuring that they receive accurate information and that payments are made in accordance with Trust guidelines.
Key responsibilities will include:
- Operating phone and email systems to communicate effectively with members (training will be provided).
- Maintaining a strong understanding of Trust guidelines to provide timely and accurate information to members, and communicating details and updates regarding Trust programs to members.
- Following established processes and maintaining accurate records, registers, documentation, and processing applications and payments within agreed timeframes.
- Preparing and processing member payments (training will be provided), reconciling payments in Xero and coding transactions as required.
- Maintaining a high degree of confidentiality and delivering exceptional customer service.
About you
- Completion of secondary education – Year 12 or equivalent.
- Previous experience in a customer service and/or office administration role.
- Proficiency in Microsoft Office applications, including Word, Excel, PowerPoint and Outlook.
- Good knowledge of Xero.
- Strong written and verbal communication skills, as well as a high level of attention to detail and accuracy.
- Experience of working with indigenous communities is desirable.
Employee benefits
- Work from anywhere in Australia for up to one month each year.
- An annual allowance to empower you to prioritise your personal wellbeing.
- Study support and commitment to supporting professional development.
Diversity and inclusion
- Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy.
- A growing number of employee-led networks who work to raise awareness and drive continued change.
- We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People.
We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.