Due to growth and their long standing relationships with their clients, they are now seeking a candidate who can support their Advisors and Partners on a daily bases to ensure they provide a professional and supported service, through seamless processes at all stages of their services.
Reporting to the Director, your role will include:
- Providing quality service and maximising Client retention and referral.
- Maintaining standards for compliance requirements to ensure adherence to legislative and best practice requirements;
- Participating and contributing to our process and business improvement projects to increase client engagement as well as the efficiency and effectiveness of our business;
- Liaise and assist with clients appointments; preparation of reports
- Providing proactive service that exceeds our clients expectations and provides them with timely and accurate information in person and via phone and email;
- Maintain accurate client records within the CRM system and update platforms;
- Prepare and submit accurate application and transaction paperwork;
- Follow up with clients and suppliers to ensure that all details are accurate and provided in a timely manner;
- Prepare client and providers’ documents and quotes, liaise directly with life insurance companies, platforms and investment managers;
- Liaise with Centrelink on client issues;
Ideally you will have:
- Approximately 2-5 years’ experience in a client service role preferably in the financial planning industry experience,
- Exceptional communication and teamwork skills
- Outstanding attention to detail
- Ability to handle multiple tasks and end-to-end processing
- Previous experience with financial planning software particularly AdviserLogic is preferred but not mandatory
- Knowledge of Excel and Word
- Proactive in improving the service provided to the clients.
To be successful in this role you will need to be able to multitask, possess exceptional communication skills and superior attention to detail.
