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Senior Financial Client Advisor
3 weeks ago
About our company, we exist to help everyday Australians conquer debt and create lasting financial freedom.
We deliver structured support with empathy and accountability, guiding clients toward their goals.
- Our Rapid Repay program helps clients pay off their homes up to 20 years early.
- We're bold and unapologetically different.
- Manage client relationships through regular check-ins and progress monitoring.
- Hold clients accountable to their financial strategy and goals.
- Collaborate with internal teams and external partners to deliver holistic financial support.
- Identify opportunities to improve client outcomes and ensure timely rate reviews.
- Maintain accurate, compliant client records.
- Resolve queries professionally and ensure a seamless experience.
Key responsibilities include managing an assigned client base, holding clients accountable to their financial plans, collaborating with internal and external teams, identifying opportunities for improvement, maintaining accurate records, and resolving queries professionally.
