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Client Services Officer

4 weeks ago

Wollongong, New South Wales, Australia PRP Advisers Full time

PRP Advisers are a well-established financial advice firm in the Illawarra, proudly serving our community for over 30 years. We support a large and loyal base of ongoing clients, while also experiencing strong and exciting growth opportunities.

We are committed to helping clients manage all aspects of their financial lives no matter how complex. Whether it's planning for retirement, navigating aged care options, or building long-term wealth, we ensure that financial security and clarity are always the priority.

As a privately owned, product-agnostic firm, we deliver truly unbiased advice that is tailored to each client's unique circumstances. We take the time to build long-term relationships and provide ongoing guidance as their goals evolve.

If you're looking to be part of a supportive, client-focused team with room to grow, this is the opportunity to build a meaningful career in a respected and expanding practice.

About the Role

In this dynamic and client-focused role, you'll play a key part in delivering exceptional financial services and support. You\'ll be responsible for managing and maintaining accurate client data, preparing detailed reports and meeting materials, and assisting with a variety of financial planning projects. From implementing investment transactions to coordinating directly with clients, fund managers, insurers, and registries, you\'ll be central to the smooth operation of our advisory services.

This role also involves acting as a trusted liaison with Centrelink, supporting clients through various application processes and ensuring their entitlements are effectively managed. Strong attention to detail, clear communication and a proactive approach will be essential as you build and strengthen client relationships. Maintaining the highest standards of confidentiality and professionalism, you\'ll help ensure every client interaction reflects our commitment to quality and care.

Key Responsibilities

As a Client Services Officer at PRP Advisers, your day-to-day duties will include:

Manage and maintain client data with a high degree of accuracy and attention to detail

Prepare client reports, review packs and documentation for meetings

Assist with financial planning projects and contribute to the preparation of technical material

Implement new applications including investment switches, redemptions, share transfers and other financial transactions

Liaise directly with clients, fund managers, insurance companies and registries to efficiently resolve queries and manage processes

Communicate and liaise with Centrelink on behalf of clients, including providing updates and assisting with a range of application types such as Age Pension, Carer Payment and Low Income Health Care Card

Strengthen and support client relationships through proactive service, clear communication and timely follow-up

Ensure all client information and financial records are handled with the highest level of confidentiality and professionalism

What We Value

Strong client service focus with excellent written and verbal communication skills

Exceptional organisational skills and the ability to manage multiple priorities effectively

High attention to detail and a commitment to accuracy

Initiative, adaptability and a collaborative team mindset

Professionalism, discretion and adherence to high ethical standards

Desirable Qualifications

Previous experience in a client services role within financial planning or wealth management

Proficiency in MS Word, Excel and Outlook

Experience using Xplan software and familiarity with Centrelink portal / application processes will be highly regarded

Solid understanding of financial planning and investment management processes

Job Application

Please apply via SEEK and ensure you provide a cover letter and CV including previous experience in a similar role.

Only shortlisted candidates will be contacted.

Application questions
  • Which of the following statements best describes your right to work in Australia?
  • What can I earn as a Client Services Officer

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