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Client Service Delivery Specialist
2 weeks ago
This role supports the delivery of best practice service to clients by ensuring all written recommendations are efficiently and accurately implemented.
This 12-month contract position is based in Melbourne or Hobart, working closely with the advice function to deliver greater retirement outcomes for members.
Main Responsibilities- Provide private client advisers with assistance in implementing financial advice by completing documentation and sourcing required identification
- Contact product providers to confirm confidential client information or administer adviser recommendations
- Maintain client files, manage workflow, and store client information
- Maintain high compliance standards satisfying Australian legislative requirements
- Meet and greet members and visitors, acting as a point of contact for clients
- Perform general ad-hoc office management duties, including coordination of local team events and reception of clients to the member centre
- 3-5 years of experience in administration/customer service
- High levels of personal organisation and time management (essential)
- Exemplary communication skills, both written and verbal
- Knowledge of the framework under which financial advisers operate (preferred)
We believe collaboration is key to achieving great things. Therefore, we ask you to commit to 60% of your time in the office.
The role offers opportunities for professional growth, including:
- A personal development budget to support employees in their professional growth
- Access to lunch & learn sessions with external experts
- Mental, physical, and financial well-being initiatives
