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Client Services

  • Permanent full-time role or part time position 
  • Hybrid WFH available
  • Work with qualified professional specialists    

About the Role:
Based in the in the Turramurra area, an opportunity with true flexibility has become available for an enthusiastic and diligent individual to join a Financial Planning team in the role of Client Services. Your role will include Client Services Management and Operational Support to ensure delivery of high-quality financial advice and service levels. The role demands a team player who is proactive and keen to exercise initiative, as well as resilient to the challenges often faced from working in a fast paced and dynamic environment.
What is great about the position:

  • Based in the Upper North Shore
  • Attractive salary package
  • Flexible work hours available (Work from Home and or School Hours)
  • Strong team-based culture with ongoing training & support.

Key Responsibilities Include:

  • Establishing and building relationships with clients and external stakeholders
  • Preparation of advice documents and client annual reviews
  • Assisting in client meetings and implementation of advice recommendations
  • Ownership of our CRM (Xplan) to maintain and build a comprehensive knowledge of clients
  • Scheduling client meetings and responding to client enquiries in an efficient manner with knowledgeable support.

Skills and Experience:

  • Natural multitasker who is highly-organised and able to prioritise their tasks effectively  
  • A genuine team player with a great attitude.
  • Exceptional written and verbal communication skills
  • Enthusiastic with a desire to help people and problem-solve
  • Willing to grow, develop and contribute to the business long term
  • Financial planning background – is desirable.

All applications are to be submitted online – click APPLY. We will be reviewing applications as they are received so apply today! Please note only candidates that meet our client’s selection criteria will be contacted.
Job ID: JB10988CS

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