04/09/2026
Join an established Bowral-based business in a varied client services and administration role, helping individuals navigate detailed claims and documentation processes.
As a Client Services Assistant, you’ll support clients throughout the claims process, ensuring each case is handled accurately and efficiently. You’ll also be the first point of contact for the business, answering incoming calls and directing enquiries to the appropriate person.
Your responsibilities
* Answering incoming calls and directing enquiries across the business
* Preparing client documentation using established templates
* Reviewing submitted paperwork to ensure it meets the relevant criteria
* Guiding clients through the claims process
* Liaising with state and federal organisations and share registries
* Maintaining accurate client records and monitoring workflow
* Using Microsoft Word, Excel, SharePoint and the company CRM
* Supporting general office management, including ordering supplies and liaising with suppliers
About you
* Strong verbal communication skills are essential, as you’ll regularly speak with clients and answer incoming calls
* Confident and professional written communication skills
* Strong organisational skills and the ability to manage multiple priorities
* Excellent attention to detail and a careful, methodical approach to paperwork
* Adaptable and calm when things get busy or priorities change
* Comfortable learning new systems and processes
* Experience in claims, legal or financial services would be highly regarded
This role would suit a dedicated and organised professional who enjoys helping people, takes pride in getting the details right and is keen to grow within a supportive team.
If this sounds like you, we would love to hear from you. Apply today - https://adr.to/di6k6ai