
Financial Services Professional
22 hours ago
Client Service Associate
">About the Role">- ">
- Schedule and Attend Client Meetings: Join Financial Advisors in delivering exceptional client experiences.">
- Coordinate Documentation: Prepare necessary materials for meetings.">
- Analyse Insurance Needs: Identify and quote suitable insurance policies.">
- Manage Workflows: Prioritise tasks to meet client needs.">
Requirements
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- FASEA Approved Education Pathway: Currently undertaking or completed a relevant education program.">
- Minimum 2 Years' Experience: Proven experience in paraplanning or related financial services roles.">
- Xplan Experience: Familiarity with Xplan software is highly desirable.">
Benefits
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- Flexible Work Environment: Work from anywhere in Australia up to one month each year.">
- Study Support: Commitment to professional development.">
- Diversity and Inclusion: Strong commitment to promoting diversity, equity, and inclusion.">
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