Senior Client Experience Coordinator
3 weeks ago
We are seeking a highly skilled and experienced Senior Client Experience Coordinator to join our Financial Services business in Sydney or Melbourne.
Job Description- Liaise between financial planners and customers to deliver exceptional client experiences.
- Support research and evaluation of data to inform advice decisions.
- Assist in the preparation of customer meetings, handling documentation, record management, and implementation of advice to customers.
- Conduct existing product research to support our Advisers.
- Assist with customer queries and implement any customer advice in a timely manner.
- Collaborate with different parts of the business to support business initiatives and contribute to a well-functioning team.
- A Diploma of Financial Services, Financial Planning (RG146 compliance) preferred.
- Experience in a busy customer service / client-facing role.
- Previous experience working in a Financial Planning / Advice business.
- Strong written and verbal communication skills.
- Well-developed rapport-building and customer engagement skills.
- Sound risk management thinking and practices.
- Access to training and development to build on your current skills.
- Additional leave days per year to recharge and refresh yourself.
- Work with supportive and inclusive managers.
- Flexible working arrangements.
The estimated salary for this role is $80,000 - $110,000 per annum, depending on experience. This package also includes access to additional benefits such as health insurance, superannuation, and professional development opportunities.
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