Client Services Associate

Client Services Associate two opportunities

A permanent role and a parental leave cover (fixed term)

4-5 days per week

Location: Sydney or Melbourne

Join Australias leading independent philanthropic services organisation and help deliver a seamless giving experience for clients committed to making a difference.

• Play a key role in supporting charitable giving and philanthropy through the APS Foundation
• Work in a fast-paced purpose-driven environment with a collaborative and high-performing team
• Combine client service operational delivery and relationship management in a varied and rewarding role
• Flexible working arrangements and strong team culture

Business overview

Australian Philanthropic Services (APS) makes structured giving simple so our 1100 clients can focus on supporting the causes that matter to them. Established in 2012 APS is the leading independent not-for-profit philanthropic services organisation in Australia. Collectively APS clients have more than $2.9 billion in assets committed to the community and give more than $242 million in charitable gifts each year. This role sits within the APS Foundation APSs public ancillary fund which supports a large and growing number of clients to give efficiently and effectively. The Foundationplays a central role in delivering high-volume giving activity and providing a seamless responsive experience for clients and their advisers.

Role description

The successful candidate will:

• Act as a key point of contact for clients prospective clients and advisers delivering a responsive professional and high-quality service experience
• Support the administration coordination and processing of charitable giving activities and transactions within the APS Foundation
• Manage client and prospective client enquiries providing accurate and timely information and supporting initial engagement with APS Foundation services
• Work closely with clients and internal teams to ensure gifts and transactions are processed accurately efficiently and within agreed timeframes
• Maintain accurate client prospect and organisation records across APS systems including CRM and operational platforms
• Support the preparation and coordination of client documentation communications and meeting materials
• Troubleshoot initial portal and technical issues for clients resolving where possible and escalating as required
• Contribute to the ongoing improvement of systems processes and client experience across the APS Foundation
• Support business development and client engagement activities including events communications and relationship management initiatives
• Work collaboratively across the APS team to support the effective and efficient operation of the APS Foundation

About you

You are client-focused and service-oriented highly organised and enjoy working in a fast-pacedenvironment where no two days are the same. You bring strong attention to detail sound judgement and a proactive approach to solving problems while maintaining a high standard of professionalism and responsiveness.

You are equally comfortable working with people and processes building strong relationships with clients and stakeholders while ensuring tasks and transactions are completed accuratelyand efficiently. You enjoy working collaboratively are confident learning new systems and technologies and take pride in delivering high-quality work.

Experience in client service professional services financial services philanthropy or a related environment will be highly regarded.

For further information about the role including detailed responsibilities skills and experiencerequirements please refer to the Position Description.

How to apply

To request a copy of the position description email:

For enquiries about the role or to discuss the opportunity further contact Kevin Robbie ().

Submit your resume and include a cover letter addressing the selection criteria as detailed in the position description.

Note: the parental leave cover (fixed term) is for an initial period of 8 months.

The application deadline is Monday 25th May at 5pm.