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Client Engagement Specialist

2 weeks ago

Gold Coast, Queensland, Australia Torowealth Full time

Toro Wealth is committed to delivering exceptional retirement planning advice to our clients.

About Our Team

We're a dynamic and passionate team dedicated to helping individuals achieve their financial goals.

We're seeking an experienced Client Services Officer to join our team on the Gold Coast, supporting our mission to provide high-quality financial services.

The ideal candidate will have a strong understanding of the financial planning industry and excellent interpersonal skills, enabling effective communication with clients and colleagues.

  • Minimum 3 years' experience in financial planning client services
  • Excellent written and verbal communication skills
  • Ability to work autonomously and manage workload effectively
About the Job

This permanent, full-time role at our Mermaid Beach office involves managing adviser calendar and appointments, guiding clients through the advice process, and ensuring seamless delivery of our services.

  • Manage adviser calendar and appointments
  • Guide clients through the advice process
  • Collaborate with colleagues to achieve shared objectives
Benefits

In return for your expertise, we offer a competitive salary, opportunities for professional development, and a collaborative work environment that values teamwork and mutual respect.

You'll also have access to ongoing training and support, enabling you to excel in your role and contribute to the success of our organisation.