Job Description
We are seeking an experienced and detail-oriented Client Services professional to provide exceptional client experiences, ensure smooth operations, and support financial planners with administrative tasks.
* First point of contact for clients via phone and email
* Manage client onboarding and documentation
* Assist with implementation of advice (super, insurance, investments, pensions)
* Liaise with product providers and follow up outstanding items
* Maintain compliance standards across all processes
Required Skills and Qualifications
* Previous experience in a financial planning or professional services admin role
* High attention to detail and a client-first mindset
* Ability to work independently and within a small team
* Friendly, adaptable, and eager to contribute
Benefits
A supportive and down-to-earth culture with a focus on wellbeing
Ongoing training and professional development
Opportunity to grow into a more senior role
Convenient location close to public transport and parking
Remuneration
$65K - $85K per year + Superannuation
Australian Dollar