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Client Services Specialist

2 months ago

Australia Wealthmed Australia Pty Full time

About the Role

Wealthmed Australia Pty is seeking a highly skilled Client Services Specialist to join our team on the Sunshine Coast. As a key member of our financial services firm, you will play a critical role in delivering exceptional implementation of advice for our clients.

Your Key Responsibilities

  • Proactively support our Financial Advisers by effectively and efficiently managing day-to-day tasks to implement clients' financial plans and review strategies.
  • Liaise with fund managers and other external agencies to collect client information and inform them of any changes to their financial strategy.
  • Complete and follow up on all administration activities associated with the implementation of agreed financial planning strategies and review implementation for the client.
  • Keep clients informed of the status of strategy recommendations implementation.
  • Compile and issue accurate Letters of Confirmation (LOC) in a timely fashion.
  • Manage the cash balance accounts for clients each month.
  • Respond to client inquiries or facilitate the process to address clients' inquiries as per our practice service standards.
  • Ensure appropriate follow-up with clients.
  • Coordinate the change of client details on internal systems and with external agencies.
  • Be proactive and identify discrepancies with client data and take ownership to correct.

Why You're Right for Us

  • You have experience in a similar role and are determined to deliver on personal goals and objectives.
  • You are proficient in MS Office and can work collaboratively in a professional team.
  • You have an open mind and a positive attitude, and you love what you do.
  • You are detail-oriented with critical thinking skills and enjoy understanding the 'why' rather than simply following a process.
  • You have an analytical mindset and can interpret information, identify trends, and enjoy solving problems.
  • You work effectively in a team and take a proactive approach to assist the team to cover fluctuations in workloads when required.
  • You can recognize ways to improve outcomes for clients and love making a difference.

About Wealthmed Australia Pty

We are a team of local professionals helping our clients manage what they need to financially succeed. We're passionate about making a difference to the financial wellbeing of the clients we partner with. We offer a coordinated financial approach under one roof, including tax & accounting, insurance and risk management, property investment, finance, and business management.

What We Offer

  • A modern, technology-based office environment.
  • Access to a range of employee benefits.
  • Growth and development pathways.
  • Access to an employee assistance program.
  • Your birthday off each year.
  • Flexible work options.