Client Services Team Member

Role Summary

Client Services tea ---------- mbers play a key role in delivering high-quality service to clients and internal stakeholders. The position provides administrative support across enrolments, course coordination, communication, and compliance tasks. This role ensures that daily operations run smoothly, training activities are well-organised, and clients receive a positive and professional experience throughout their learning
journey.

Main Duties & Responsibilities:
1. Client Communications
Handle incoming phone and email enquiries
Send correspondence and provide general client support

2. Student Management
Process enrolments
Validate transcripts
Manage invoicing and payment plan setup
Handle accounts receivable and payment reminders
Schedule courses, classes, and trainers
Manage student transfers, cancellations, and extensions
Process results, certificates, and qualifications

3. Training Coordination
Set up courses and liaise with students
Provide troubleshooting support
Troubleshoot training related enrolment and delivery systems
Assist with course resources as requested

4. Scheduling & Administration
Assist with calendar management
Work collaboratively with management, trainers, assessors, BDMs, compliance, marketing, and office staff
Maintain the client database and internal systems
Generate required internal reports
Assist with compliance activities and external reporting
Manage course setup, maintenance, and troubleshooting
Undertake general administration and ad hoc research.

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Skills & Experience:

Experience
Minimum of 3-5 years in a similar role or industry or min 5 years administration experience preferred.

Skills
Intermediate to advanced Microsoft Office skills (Word, Excel, PowerPoint, Outlook)
Experience with Student Management Systems (SMS), Learner Management Systems (LMS), Zoom, ---------- preferred
Client and/or database management experience
Strong verbal and written communication skills and able to confidently represent our company in a professional manner via phone and emails.
Highly organised, able to meet deadlines, and able to work well under pressure
Strong attention to detail and good customer service skills
Ability to work independently and collaboratively within a small team
Self-starter with strong problem-solving skills and the ability to think creatively.
Fast learner and able to multi-task
Performance Expectations

Complete tasks accurately and on time
Interact professionally with clients, suppliers, and colleagues
Adhere to company policies and procedures.