Client Services Coordinator
4 days ago
We are a top-performing financial services firm that offers investment, lending, and insurance services for private wealth clients. Our company culture is collaborative and supportive, with a focus on delivering exceptional results.
Job SummaryWe are seeking an experienced Client Services person to join our specialist insurance team. As a Client Services Coordinator, you will be responsible for providing administrative support to our insurance advisers and ensuring seamless client experiences.
Key Responsibilities- Book client review meetings with our risk specialist and participate in client meetings to take notes and ensure follow-up items are actioned.
- Conduct research on clients' existing insurances, including retail and group insurances, and liaise directly with clients to handle their enquiries.
- Manage administration functions, including ensuring files are 100% compliant with regulatory requirements.
- Assist in formulating insurance recommendations for clients with our advisers' approval and provide relevant information to our paraplanner to prepare high-quality and compliant Statement of Advice (SOA's).
- Collaborate with other members in the business to help clients holistically and manage administration tasks, including sorting mail for the insurance team.
- Diploma in Financial Planning or higher required.
- At least 1 year experience within the Financial Planning (Insurance) industry in a Client Service role or similar.
- Solid understanding and experience in Risk – Death, TPD, Trauma, Income Protection, and Business Insurance.
- Ability to build and maintain strong relationships, and achieve targets.
- Strong attention to detail and time management skills.
- Excellent communication, presentation, and interpersonal skills.
- Sound Xplan & Risk Researcher knowledge.
- Ability to work as part of a team or autonomously.
We offer a professional and friendly working environment, with great culture, benefits, and ongoing career development opportunities. Our team is dedicated to delivering exceptional results and providing a supportive culture for our employees to thrive.
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