Address🌟 Join Our Team! Client Services Position Available at Leading Financial Planning Firm 🌟
Are you passionate about providing exceptional service and building strong client relationships? Do you thrive in a dynamic, fast-paced environment? If so, we have the perfect opportunity for you!
At Coral Coast Financial Planning, we're dedicated to helping our clients achieve their financial goals and objectives. We're currently seeking a highly motivated and client-focused individual to join our team in a Client Services Position to work alongside one of the practice partners and advisers.
Position: Client Services Officer
Location: Innisfail
Type: Full-time with the opportunity of part time for the right applicant
Key Responsibilities:
- Review meeting preparation and advice and supporting document production
- Implementation of advice including investment, superannuation and insurance
- Serve as the primary point of contact for clients, addressing enquiries, and providing exceptional service via phone, email, and in-person interactions.
- Build and maintain strong relationships with clients by understanding their needs and providing personalized support and guidance.
- Assist clients with account enquiries, transactions, and account maintenance, ensuring accuracy and efficiency.
- Collaborate with financial advisers and other team members to deliver comprehensive financial planning solutions.
- Support the onboarding process for new clients, including gathering necessary documentation and facilitating account setup.
- Proactively identify opportunities to enhance the client experience and streamline processes.
- Liaise with investment and insurance providers.
- Complete sophisticated financial transactions under supervision.
- Arrange appointments for Financial Planner meetings with clients.
Qualifications:
- Previous experience in financial services or client-facing roles is an advantage.
- Excellent communication skills, both written and verbal, with a strong ability to actively listen and work with clients.
- Detail-oriented with strong organizational and time management skills.
- Ability to work effectively in a team environment and independently, with a proactive and positive attitude.
- Solid understanding of finance.
- Proficiency in Microsoft Office Suite and CRM(Xplan) software preferred.
Why Join Us:
- Opportunity for professional growth and advancement within a reputable financial planning firm.
- Collaborative and supportive team environment with opportunities for training and development. Study packages are available for individuals looking to progress.
- Make a meaningful impact by helping clients achieve their financial goals and secure their futures.
If you're passionate about providing exceptional service and making a difference in clients' lives, we want to hear from you! Join us in shaping the future of financial planning and embark on a rewarding career journey with Coral Coast Financial Planning.
How to Apply: Please submit your resume and cover letter outlining your qualifications and interest in the position to our General Manager and forward this along with your resume to *****@coralcoastfs.com.au
We look forward to hearing from you!
