Client Experience Officer
5 days ago
We are a dynamic and forward-thinking financial planning business dedicated to delivering exceptional services to our clients and community. Our mission is to provide holistic financial planning solutions that cater to the unique needs of our clients, while fostering a culture of excellence, teamwork, and personal growth.
Job SummaryWe are seeking a highly motivated and experienced Client Experience Officer to join our team. As a key member of our team, you will be responsible for providing exceptional client service, implementing financial plans, and supporting our business operations.
Key Responsibilities- Provide advice implementation services and administrative support to our clients and business operations
- Communicate with product providers to confirm accurate implementation and attend to client queries
- Assist in the preparation and submission of superannuation, investment, and personal insurance applications
- Support the completion of insurance applications and underwriting questionnaires
- 2 years' experience in financial advice implementation or 5 years in a financial services role
- Client service experience, including general enquiries, booking appointments, and managing expectations
- High level proficiency with Microsoft Office, particularly Word, Excel, and Outlook
- Excellent time management, attention to detail, and communication skills
- A passion for customer service and a commitment to delivering exceptional results
- A relevant university degree (Commerce related) or TAFE courses in Business Administration
- Experience with XPLAN software and completing and managing personal insurance claims for clients
This is an exciting opportunity to join a growing business and contribute to our mission of delivering exceptional financial planning services. As a Client Experience Officer, you will have the opportunity to develop your skills and expertise, work with a dynamic team, and make a real difference in the lives of our clients.
We offer a supportive and collaborative work environment, opportunities for professional growth and development, and a competitive salary and benefits package.
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