Cultivating Strong Client Relationships
16 hours ago
We support people to better serve our members' and customers' wellbeing journey.
The role involves working directly with individuals who require assistance with managing their financial and legal affairs. As a Support Services Coordinator, you will work closely with these clients to understand their unique needs and circumstances, and develop tailored solutions to meet their requirements.
Your key responsibilities will include:
- Arranging and attending meetings with clients to discuss their individual needs and goals;
- Completing annual reviews and budgeting processes to ensure clients' financial and legal affairs are being effectively managed;
- Providing updates to relevant stakeholders, including tribunals, on clients' progress and any decisions made on their behalf;
- Managing client relationships and implementing strategies to engage key stakeholders appropriately and effectively;
To be successful in this role, you will need:
- Experience working directly with vulnerable populations, such as those with a disability or mental illness;
- Strong understanding of financial principles, including investment approaches and asset classes;
- Ability to acquire knowledge relating to the administration of trusts and financial administration legislation across various jurisdictions;
- Exceptional communication skills, with the ability to build strong relationships with clients and stakeholders.
In return for your expertise and dedication, you can expect:
- Competitive remuneration and variable bonus opportunities;
- A range of attractive product and service discounts from our retail and wealth management portfolio;
- Flexible working arrangements, including remote work options and a healthy work-life balance;
- Access to professional development opportunities through our learning platform;
- Additional paid wellbeing and volunteer leave days each year.
About Our Opportunity
This is an exciting chance to make a positive impact on the lives of others while advancing your career in a supportive and dynamic environment.
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