Client Services Associate

3 months ago

Preston, Australia Fundzcorp Wealth Full time

**Fundzcorp Wealth Management is now hiring **

**Join our winning team and be part of the dynamic world of financial planning **

**We're seeking a highly motivated individual, ideally with some existing financial services experience to help our High Net Worth (HNW) clients achieve their wealth management and protection goals.**

**If you're passionate about financial wellness and eager to make a difference in the lives of our clients both existing a new, then we want you to be part of our dedicated team**.

**Must Have**:

- **2-3 Years min experience**:
**Industry: Financial Services / Banking & Insurance**

**Job Type: Part-time (24 - 30 hours per week across 4 or 5 days)**

**Salary: $62,000.00 - $70,000.00 plus super per year (Full-Time)**

**Work Location: In person (Partial WFH after 1-3-month trial period, if desired)**

**The Role**:
We are looking for a client Services Officer to join our team on a part-time basis. You will play a crucial role in our business, assisting our advisers in delivering exceptional advice to our valued clients. You will be working together with three other admin support persons plus paraplanners.

**Duties**:

- Preparation of review meetings and processing/delegation of post meeting requirements including FDS.
- First point of contact with our clients’ incoming calls, scheduling appointments, and calendar management.
- Project manage bulk client communications and innovative technology integrations into the business.
- Lodging of revenue.
- Assist senior management with our brand building, monthly client communication & website management.
- Work closely with senior partner, associate adviser & other team members in delivering high quality financial services & client engagement outcomes.

**Key Requirements**:

- **2-3 Years min experience** in either Financial Planning, Financial Services, Risk Insurance, or a Banking Financial Services industry background.
- XPLAN experience.
- Proficient in Microsoft Word & Excel.
- Knowledge of the Australian Financial Services Landscape.
- Excellent organizational skills with keen attention to detail.
- Excellent client services manner and a proactive and positive personality.

If you believe you are a great fit for the above role, then please send us your most up to date resume.

**Other career opportunities may also be provided for the right person to advance you within the organisation, as well as participating in other client focused & business planning & development projects.**

**Working Remotely ? **Not Initially during Your Probationary Period, The role is predominately onsite however may be flexible after meeting the required Team KPI Standards.

**Job Type**: Permanent Part-time / Flexible Days - Mon - Friday
**Salary**: $65,000.00 - $70,000.00 per year **Pro Rata Up to 30 hrs.** ( **Starting** )

**Benefits**: Employee mentoring program
Professional development assistance

**Schedule**: Flexible work hours
Monday to Friday

**Supplemental pay types**:Christmas bonus

COVID-19 considerations: ( **If Applicable** ) clients entering the Building are asked to QR code in and wear a mask, reception will also ask if that person has recently visited a Covid Hot Spot. During these times our office environment has a Covid safe Plan, QR code system, social distancing within the office limits.

**Education**:Certificate I - IV (preferred) / RG 146 (Optional )
**Experience**:Financial services: 2 - 3 years (**Required**)

**Industry**:
Financial Services / Banking & Insurance

**Job Types**: Part-time, Permanent

Pay: $62,000.00 - $70,000.00 per year

Expected hours: 27.5 - 34.5 per week

**Benefits**:

- Employee mentoring program
- Professional development assistance

Schedule:

- Monday to Friday

Supplementary Pay:

- Christmas bonus

**Education**:

- Certificate I - IV (preferred)

**Experience**:

- Financial services: 2 years (required)

Work Authorisation:

- Australia (required)

Work Location: In person

Application Deadline: 09/09/2024

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