Client Services Coordinator
2 weeks ago
Job Title: Client Services Coordinator
About the Role:
- Coordinate client-approved wealth strategies and investment recommendations.
- Provide exceptional administrative support to clients and financial advisors.
- Assist with maintaining accurate client data in XPLAN, collect third-party authority information, and prepare for client reviews.
- Manage the annual advice consent process to ensure compliance and accuracy.
- Liaise with internal business units on behalf of financial advisors to ensure successful client outcomes.
- Contribute to the continuous improvement of systems and processes.
What You'll Need:
- Proven experience delivering excellent client service in a client-facing role.
- Strong organisational and time management skills, with the ability to manage multiple tasks and priorities effectively.
- Experience using financial planning software (XPLAN) and an understanding of financial products.
- Excellent communication skills, both written and verbal, with a keen eye for detail.
- Ability to work independently with a 'can-do attitude' in a collaborative, open-plan environment.
- Ability to perform under pressure and work within a well-defined compliance framework.
About Us:
Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for generations to come. As a trustee company, it is our responsibility to always act in our clients' best interests, ensuring they feel safe, valued, and cared for.
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