Client Services Officer

2 weeks ago

Australia Employment Hero Full time

**About the role..**

**Your role will be to**:

- Proactively support Financial Adviser(s) by effectively and efficiently managing the day-to-day tasks as required by the Financial Adviser(s) to implement clients' Financial Plan and review strategies
- Liaise with Fund Managers, etc. to collect client information and inform of any changes to the clients' financial strategy.
- Complete and follow up all administration activities associated with the implementation of agreed financial planning strategies and review implementation for the client.
- Liaise with PA's and where asked, clients to keep them informed of the status of the strategy recommendations implementation.
- Compile and issue accurate Letters of Confirmation (LOC) in timely fashion.
- File all clients' documentation.
- Manage the Cash Balance accounts for clients each month.
- Respond to clients' inquiries or facilitate the process to address clients' inquiries as per the practice service standards.
- Ensure appropriate follow-up with clients where relevant.
- Coordinate the change of client details on internal systems and with external agencies e.g., fund managers and superannuation companies.
- Be pro-active and identify discrepancies with client data and take ownership to correct.

**Why you're right for us **
- You have experience in a similar role.
- You are determined to deliver on personal goals and objectives.
- You are proficient in MS Office.
- You can work collaboratively in a professional team.
- You have an open mind and a positive attitude - you love what you do.
- You are detail oriented with critical thinking skills - you enjoy understanding the 'why' rather than simply following a process.
- You have an analytical mindset - you can interpret information, identify trends and enjoy solving problems.
- You work effectively in a team and take a proactive approach to assist the team to cover fluctuations in workloads when required - team work makes the dream work
- You can recognise ways to improve outcomes for clients - you love making a difference

**Why Us**

Based on the Sunshine Coast, Wealthmed Australia are a team of local professionals helping our clients manage what they need to financially succeed. We're passionate about making a difference to the financial wellbeing of the clients we partner with. We offer a coordinated financial approach under one roof including tax & accounting, insurance and risk management, property investment, finance, and business management. We believe in nurturing our employees' professional goals with opportunities to increase role complexity, expertise, and remuneration over time.

**You will enjoy the benefit of**:

- working in a modern, technology-based office
- access to a range of employee benefits
- access to employee assistance program

**Interested?

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