Exceptional Client Service Specialist

5 days ago


Perth, Western Australia beBeeProfessional Full time
Job Title: Client Service AssociateAs a Client Service Associate, you will be responsible for providing exceptional client service and support to our Financial Advisors and Partners.Key Responsibilities:• Attend client meetings and actively participate in the provision of a highly personal and compelling client experience• Arrange and coordinate documentation for client meetings• Oversee the preparation of annual review and new business plans including development of draft strategies, financial modelling, completion of fact find data and other inputs needed to complete advice instructions• Undertake insurance needs analysis and preparation of insurance quotes• Manage workflow to deliver to client needs. Maintain an understanding of operational processes for other teams including paraplanning and operations• Monitor client accounts & team dashboards & maintain client records• Act as the key liaison for the Financial Advisors within the team/pod, administrative and operational team for the purposes of escalations and investigationsRequirements:• Associate undertaking FASEA approved education pathway• Minimum 2 years' experience in paraplanning or related financial services experience• Experience with Xplan desirable and in a client facing role• Strong communication, attention to detail, and willingness to growBenefits:• Work from anywhere in Australia for up to one month each year• An annual allowance to empower you to prioritise your personal wellbeing• Study support and commitment to supporting professional development• Diversity and inclusion through a robust 7 pillar strategy• Employee-led networks who work to raise awareness and drive continued change• We support over 50 First Nations Communities, helping to secure the communities' futureWe encourage applications from Aboriginal and Torres Strait Islander People

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