Senior Client Experience Coordinator

3 weeks ago


Melbourne, Victoria, Australia AIA Full time
About the Opportunity

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.
Required Skills and Qualifications
  • 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.
Benefits
  • 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.
Compensation Package

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.



  • Melbourne, Victoria, Australia Client Full time

    At Wavemaker, we believe in positively provoking growth for our clients and our people. As a key point of contact, you will be responsible for driving successful client relationships and developing strong communication recommendations across all channels.The role of the Senior Client Growth Specialist requires proven capability in managing others and...

  • Senior Client Lead

    1 week ago


    Melbourne, Victoria, Australia Client Full time

    Company OverviewAt Wavemaker, we foster a culture of Positive Provocation, driving innovative solutions for our clients and creating a better way to grow. With over 250 talented individuals across six offices in Australia and New Zealand, we're part of the largest media buying alliance and marketing communications group in the world.We pride ourselves on our...

  • Client Growth Manager

    3 weeks ago


    Melbourne, Victoria, Australia Client Full time

    Grow Your Career with WavemakerWe are a forward-thinking media agency that's part of the GroupM and WPP network, ranked #1 in the world. Our team is passionate about positively provoking growth for our clients, people, and partners.In Australia and New Zealand, we have over 250 professionals working across six offices. We're proud of our diverse culture and...


  • Melbourne, Victoria, Australia Client Full time

    About UsWe are Wavemaker, a media and marketing agency dedicated to positively provoking growth for our clients. With over 250 people across six offices in Australia and New Zealand, we offer a vibrant and diverse work environment that promotes inclusivity and provides equitable opportunities to all.Salary RangeThe estimated salary for this role is...


  • Melbourne, Victoria, Australia White & Case Full time

    We are seeking a highly skilled Client Experience Coordinator to join our team in Melbourne, Australia. This is an exciting opportunity for a professional with a passion for delivering exceptional customer service and creating memorable experiences for our clients.As a Client Experience Coordinator, you will play a critical role in providing World-Class...


  • Melbourne, Victoria, Australia Intrepid Experience Full time

    Company OverviewAt Intrepid Travel, we're a team of passionate individuals dedicated to creating life-changing experiences for our customers. As a certified B Corp, we prioritize sustainability and social responsibility in everything we do.SalaryWe offer a highly competitive salary of $150,000 - $200,000 per annum, depending on experience, as well as a range...


  • Melbourne, Victoria, Australia Tradewind Australia Full time

    Occupational Therapist Opportunity with Tradewind AustraliaWe are seeking an experienced Occupational Therapist to join our team in supporting senior clients maintain their independence and quality of life.About the RoleThis is a full-time opportunity working as part of our multidisciplinary team to provide assessment, management, and care coordination...


  • Melbourne, Victoria, Australia Engage Personnel Full time

    We are seeking an experienced Senior Office Coordinator to join our team at Engage Personnel. This role offers a unique opportunity to work in a fast-paced and dynamic environment, supporting the growth of a well-established accounting firm.As a Senior Office Coordinator - Client Services, you will play a vital role in delivering exceptional client...


  • Melbourne, Victoria, Australia Colliers Full time

    About ColliersAt Colliers, we thrive on empowering our clients to succeed. Our company culture is built around collaboration, service excellence, and taking personal responsibility for our clients' needs.Earnings: $65,000 per annumJob SummaryWe are seeking a highly skilled Experience Coordinator to join our team in Melbourne. In this role, you will be the...


  • Melbourne, Victoria, Australia Kaizen Recruitment Full time

    About the RoleWe are seeking a Senior Client Experience Director to lead our newly established Client Services team in Melbourne. This is an exciting opportunity to establish a best-in-class client service function, increasing investor satisfaction and contributing to the growth of funds under management.As a leader in this role, you will oversee a 5-person...


  • Melbourne, Victoria, Australia Client Full time

    About the RoleWe are seeking a highly skilled Executive Media Strategist to join our team at Wavemaker. As a key point of contact for our clients, you will be responsible for developing strong communication recommendations across all channels and driving successful client relationships.Job DescriptionThe role of the Executive Media Strategist involves being...

  • Media Director

    3 weeks ago


    Melbourne, Victoria, Australia Client Full time

    At Wavemaker, we're dedicated to fostering a culture of Positive Provocation, where innovation and creativity drive business growth. As a Client Director, you'll be at the forefront of this mission, leading a team to deliver exceptional results for our clients.We believe in empowering our people to make a lasting impact, and we're committed to creating an...


  • Melbourne, Victoria, Australia Client Full time

    Wavemaker is a leading media agency that helps brands grow through Positive Provocation.We're seeking an experienced Executive Media Consultant to join our team in Australia and New Zealand. As a key member of our Client Director team, you will be responsible for driving successful client relationships and delivering results-driven campaigns.This role...


  • Melbourne, Victoria, Australia VMCH Full time

    About the RoleWe are seeking an experienced and compassionate Senior Client Experience Specialist to join our team at VMCH.Key Responsibilities:Act as the primary point of contact for existing and prospective consumers, delivering a seamless client experience.Provide information and advice on VMCH service offerings, empowering clients to manage their care...


  • Melbourne, Victoria, Australia White & Case Full time

    Job OverviewWe are seeking a highly skilled and dedicated Guest Services Assistant to join our team at White & Case. This role offers an excellent opportunity for career advancement in a dynamic and supportive environment.ResponsibilitiesProvide exceptional client service, ensuring seamless interactions and memorable experiences for clients and colleagues...


  • Melbourne, Victoria, Australia Estia Health Full time

    About the roleWe are seeking a dedicated Senior Lifestyle Experience Coordinator to join our team at Estia Health. In this rewarding role, you will have the opportunity to make a real difference in the lives of our residents by creating a welcoming and engaging environment that fosters social, emotional, and spiritual fulfillment.Key responsibilities...


  • Melbourne, Victoria, Australia RACV Full time

    About RACVRACV is Victoria's largest member organisation, working to improve the lives of Victorians by addressing their needs in mobility, home and leisure. Our clubs are an integral part of this ambition, providing unique experiences for members.Job Title: Senior Conference CoordinatorWe're seeking a driven and motivated individual to join our events team...


  • Melbourne, Victoria, Australia Colliers Full time

    Job SummaryThis is an exciting opportunity to join Colliers International as an Experience Coordinator, where you will play a vital role in delivering exceptional experiences for our clients and visitors. Located in the heart of Melbourne's inner suburbs, our modern A-class building provides a dynamic and collaborative work environment.About the RoleAs an...


  • Melbourne, Victoria, Australia Kingfisher Recruitment Pty Ltd Full time

    Job OverviewA dynamic role has become available for a highly skilled Workplace Experience Expert to join our client's growing ANZ operations team. Located in Melbourne, this position will play a pivotal part in the setup and management of a new head office, ensuring a seamless transition for staff and stakeholders alike.Key ResponsibilitiesEvent Management:...


  • Melbourne, Victoria, Australia White & Case Full time

    White & Case is a global law firm with a strong presence in Australia.We are seeking a Guest Services Assistant to join our team, based in Melbourne. This is a full-time role that will play a key part in providing an exceptional client experience for our clients.About the RoleThe Guest Services Assistant will be responsible for ensuring our facilities are...