Client Services Associate

4 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



  • Preston, Australia Marble Care Full time

    **Job description** Marble Care is here to make a difference in people’s life through continuous and appropriate support and care. Marble Care is committed to deliver a highly personal, responsive, and client-focused service to people needing to access disability support services. **About You**: We want someone that is kind, polite, courteous, and eager...

  • Associate Coordinator

    6 months ago


    Preston, Australia QEC Full time

    **Position Description** **Associate Clinical Coordinator Role** Last Updated: 5.01. QEC is proud to be Victoria’s largest provider of residential and community-based early parenting services. Formed in 1917, QEC is also a public hospital and community service organisation. We are passionate about supporting families to grow, parents to blossom and...

  • Retail Store Associate

    7 months ago


    Preston, Australia TJX Australia (TK Maxx) Full time

    _**TK Maxx Northland is seeking Casual Retail Store Associates **_ **About the Company** At TK Maxx, we deliver exceptional value on an ever-changing selection of big brand, designer and high-quality fashion apparel and homewares, for a whole lot less than department stores, every single day. We’re an international brand and part of the TJX Companies,...


  • Preston, Australia Unify Disability Services Full time

    Unify Disability Services is an organisation which provides various allied, mental and community health services to individuals with disabilities all across Melbourne. We are looking to expand our Community Support Team by recruiting a Disability Support Worker for an exciting, flexible and rewarding role. We offer a very competitive hourly rate, travel...


  • Preston, Australia Karely Full time

    Karely is currently seeking a client engagement consultant in Melbourne. Workplace can be flexible - Work from Home or Office. What you'll be responsible for: - Scheduling and facilitating support services for clients. - Maintaining effective and ongoing working relationships with clients through the delivery of exceptional service. - Fostering meaningful...


  • Preston, Australia Melbourne Polytechnic Full time

    **POSITION NUMBER** 3918 - **DEPARTMENT** Chief Executive - **ROLE TYPE** Non-teaching - **JOB TYPE** Full time - **CONTRACT** Ongoing - **LOCATION** Preston - **APPLICATIONS CLOSE** 13 November 2024**ASSOCIATE DIRECTOR OFFICE OF THE CHIEF EXECUTIVE: GOVERNANCE, STRATEGY SUPPORT AND ADMINISTRATION**: - **Annual Salary $150,000 - $160,000 +...


  • Preston, Australia I-HDS Full time

    **Service Delivery Coordinator - PRESTON** **ABOUT THE ROLE**: Here's your opportunity to join our growing team! We are on the lookout for dedicated and passionate team members with experience working with people with disability and/or those in the aged care sector. You will hold a case load of both NDIS and Aged Care package recipients and provide support...


  • Preston, Australia Department of Families, Fairness and Housing Full time

    THE ROLE This position leads the Complex Clients team in the North East Melbourne Area of the North Division which is responsible for the support and coordination to the Multiple and Complex Needs Initiative and support to departmental renters whose tenancies are at risk due to their complex needs. The position has an Area based focus and provides...


  • Preston, Australia Melbourne Polytechnic Full time

    **POSITION NUMBER** 3883 - **DEPARTMENT** ICT - **ROLE TYPE** Non-teaching - **JOB TYPE** Full time - **CONTRACT** Ongoing - **LOCATION** Preston - **APPLICATIONS CLOSE** 18 September 2024**MANAGER ICT INFRASTRUCTURE SERVICES**: - **Annual Salary PACCT 8 Above Award $130,000 - $150,000 + Superannuation**: - **Lead the ICT Infrastructure team,...

  • Parts Interpreter

    6 days ago


    Preston, Australia AUTOrecruit Full time

    Excellent salary on offer - Get your weekends back and work only one Saturday per month! Our client has been selling and servicing new and used vehicles for over 27 years in Preston (VIC), surrounding metropolitan suburbs and interstate. They are now looking for an experienced Parts Interpreter to join their team! Their friendly staff are specialists who...


  • Preston, Australia Community Solutions Full time

    **Full-time Permanent Front of House / Reception Role in Preston, VIC**: - ** Increase your take-home pay with Salary Packaging** **About Us** **Community Solutions Group** makes a difference in people’s lives - supporting them to achieve their goals and working with them on their pathway to possibilities. We deliver a broad range of services focused on...

  • Cleaner

    1 week ago


    Preston, Australia Ikon Services Full time

    Be part of an innovative business - Positions that lead into exciting career paths - A business that values & invests in its people - Looking for a career change? **5 PART TIME ROLES AVAILABLE**: **Mon-Fri - 5.30pm - 9.00pm** **Mon - Fri - 5.00am - 8.00am** **Sat & Sun - 5.00am - 9.00am** **Mon - Wed - 6.00pm - 10.30pm, Thu - 7.30pm-12.00am, Fri...

  • Support Worker

    7 days ago


    Preston, Australia South Melbourne Care Services Full time

    South Melbourne Care Services is here to make a difference in people’s life through continuous and appropriate support. South Melbourne Care Services is committed to providing a unique experience that is client focused and adaptive to people needing too access disability support services and care. Must have Mental Health...

  • Full Time Cleaners

    7 months ago


    Preston, Australia Consolidated Property Services Full time

    Company Description We are a large commercial cleaning company looking for awesome people to join our growing team of cleaners across Preston. We provide all equipment, uniforms and training along with a range of development opportunities. **Who are we?** We are a family-owned cleaning business that services various large sites across office buildings,...

  • Resource Librarian

    4 months ago


    Preston, Australia Melbourne Polytechnic Full time

    **POSITION NUMBER** 3786 - **DEPARTMENT** Library and Learning Skills - **ROLE TYPE** Non-teaching - **JOB TYPE** Full time - **CONTRACT** Ongoing - **LOCATION** Preston - **APPLICATIONS CLOSE** 16 September 2024**RESOURCE LIBRARIAN**: - **Full Time, Ongoing Role - Annual Salary $73,986 - $79,564 + Super**: - **Located at our Preston campus, close...

  • Casual Teacher

    1 month ago


    Preston, Australia Melbourne Polytechnic Full time

    **POSITION NUMBER** 3942 - **DEPARTMENT** Human Services and Education - **ROLE TYPE** Teaching - **JOB TYPE** Casual - **LOCATION** Preston - **APPLICATIONS CLOSE** 31 December 2024**CASUAL TEACHER - SOCIAL SERVICES**: - **L1 - L3 $82.00 - $88.59 per hour (Pending MEA 2018 eligibility requirements) + Super**: - **Deliver a course that is in high...


  • Preston, Australia Marble Care Full time

    **Job description** Marble Care is here to make a difference in people’s life through continuous and appropriate support and care. Marble Care is committed to deliver a highly personal, responsive, and client-focused service to people needing to access disability support services. **About You**: We want someone that is kind, polite, courteous, and eager...


  • Preston, Australia Marble Care Full time

    **Job description** Marble Care is here to make a difference in people’s life through continuous and appropriate support and care. Marble Care is committed to deliver a highly personal, responsive, and client-focused service to people needing to access disability support services. **About You**: We want someone that is kind, polite, courteous, and eager...

  • Commercial Cleaning

    1 week ago


    Preston, Australia Consolidated Property Services Full time

    Company Description We are a large commercial cleaning company looking for awesome people to join our growing team of cleaners across (suburb or site). We provide all equipment, uniforms and training along with a range of development opportunities. **Who are we?** We are a family-owned cleaning business that services various large sites across office...

  • Commercial Cleaning

    7 days ago


    Preston, Australia Consolidated Property Services Full time

    Company Description We are a large commercial cleaning company looking for awesome people to join our growing team of cleaners across Northland Shopping Centre in Preston. We provide all equipment, uniforms and training along with a range of development opportunities. **Who are we?** We are a family-owned cleaning business that services various large...