Financial Services Coordinator
1 day ago
We are partnering with a reputable financial services firm in Brisbane's central business district. This organisation prides itself on delivering exceptional service and advice to clients, offering a wide range of financial products and solutions.
They seek a highly motivated and experienced Financial Services Coordinator to join their team. This critical role is responsible for managing and enhancing client relationships, providing first-class administrative support, and ensuring all client needs are met promptly and professionally.
Key Responsibilities- Act as the primary point of contact for clients, providing exceptional service and support.
- Manage client queries and requests, ensuring a high level of satisfaction.
- Coordinate and process client documentation.
- Liaise with internal and external stakeholders to ensure the smooth delivery of services.
- Assist with compliance and regulatory requirements, maintaining up-to-date records.
Provide administrative support to advisers, including scheduling and preparing for client meetings.
Requirements- Previous experience in a similar financial services role.
- Knowledge of financial products.
- Exceptional communication and interpersonal skills with a client-focused approach.
- Ability to manage multiple tasks and prioritise work effectively.
- High attention to detail and organisational skills.
- Proficiency in CRM systems, such as Xplan and Microsoft Office Suite.
This is an excellent opportunity to work in a supportive and dynamic team environment with a competitive salary package and benefits, including hybrid working arrangements once up and running, career development opportunities in the growing financial services sector, and convenient location with excellent public transport links.
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