Client Services Associate

Are you passionate about finance and eager to kickstart your career in the industry? Look no further! We're seeking a dynamic and enthusiastic individual to join our team on a part-time basis as a Client Services Associate. This role is currently approximately 20 hours per week (highly flexible depending on the candidate) with the opportunity to grow into full-time or move to other roles within the business.

About Us:

We are a leading financial planning firm dedicated to empowering our clients to achieve their financial goals and secure their future. Focusing on personalised service and strategic planning, we provide comprehensive financial solutions tailored to each client's unique needs.

What You'll Do:

• Supporting Financial Advisers in their day-to-day tasks, and general office admin support.
• Support new and existing clients with everyday enquiries, ensuring that we go the extra mile to make sure our clients can make informed financial decisions (providing them with factual information only).
• Assist financial planners in preparing and implementing comprehensive financial plans for clients - including processing Super and Insurance Applications on behalf of clients.
• Conduct research and analysis on various financial products such as their existing superannuation accounts and insurance policies.
• Support clients with claims enquiries and liaise with Insurance providers on their behalf.
• Prepare reports, forms, and other documentation for client meetings and presentations.
• Collaborate with team members to provide exceptional service and support to clients.
• Maintain accurate client records and ensure compliance with regulatory requirements.
• Manage the end-to-end client engagement process, including email newsletters and new client enquiries, annual reviews etc.
• Encouraged to seek continuous improvements in the use of a CRM and other software.

What We're Looking For:

• Someone interested in (or currently studying) a degree in finance, accounting, economics, business, or a related field.
• Experience with a CRM system.
• Strong analytical skills and attention to detail. 
• Demonstrates initiative and problem solving skills.
• Excellent communication and interpersonal skills.
• Confident using Google Workspace and new software/technology.
• Ability to work independently and as part of a team in a fast-paced environment.
• Looking for a long term role where you can grow and be aligned with our values.
• Based in Perth and able to travel to North Beach and surrounding areas.
• Permanent Australian work visa.
• Previous experience in financial services or related fields is a plus but not required.

Why Join Us:

• Opportunity for professional growth and advancement in the financial services industry within an award winning team.
• We have excellent processes, templates and automation in place, making your day smooth and streamlined.
• A collaborative and supportive work environment where your contributions are valued.
• Flexible work arrangements - we work remotely most of the time with some in-person team meetings and work hours/days are flexible depending on the candidate's availability. 
• Ongoing training and development opportunities to enhance your skills and knowledge.

How to Apply:

If you're ready to take the next step in your career and join a dynamic team committed to making a difference in the lives of our clients, we'd love to hear from you! Please submit your resume and cover letter outlining your qualifications and why you're passionate about financial planning.