Overview
HPH Solutions is seeking a curious and motivated Client Services Associate to join our dynamic Financial Planning team in Geraldton, Western Australia. As a Client Services Associate, you will play a crucial role in providing exceptional customer service and administrative support to our financial planning clients.
Responsibilities
* Manage client enquiries and requests in a timely and professional manner
* Assist with the preparation of financial planning documents and reports
* Coordinate client meetings and appointments
* Maintain accurate client records and database management
* Support the financial planning team with ad-hoc administrative tasks
* Ensure compliance with relevant financial services regulations and internal policies
About us
HPH Solutions is a leading financial planning and wealth management firm with a strong focus on delivering personalised, holistic solutions to our clients. Our mission is to empower individuals and families to achieve their financial goals and secure their financial futures. With a team of experienced professionals and a commitment to excellence, we are dedicated to providing exceptional service and building long-term relationships with our clients.
What we're looking for
* Strong organisational and time management skills with the ability to prioritise tasks effectively
* Excellent communication and interpersonal skills with a focus on providing exceptional customer service
* Proficient in using Microsoft Office suite
* A proactive and collaborative team-oriented approach
What we offer
At HPH Solutions, we believe in creating a supportive and inclusive work environment that allows our employees to thrive. We offer a range of competitive benefits, including:
* Opportunities for professional development and career progression
* Flexible work arrangements to support work-life balance
* Supported path to Employee Share Ownership
Please email your cover letter and resume addressing the job requirements by clicking Apply Now button below.
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