Address
Form of workAMA Financial Planning ( www.amafinancialplanning.com.au ) is seeking to appoint a Client Services Officer to its team based at the head office in Nedlands.
The successful candidate will play a crucial role in the smooth functioning of the office. The Client Services Officer must be able to work effectively with other staff members, clients, the Adviser and external stakeholders.
Responsibilities and Activities:
The role:
- Handle initial prospect and existing client enquiries
- Conduct any prospect follow-up phone calls to obtain further information
- Working with our outsourced support team to:
- Prepare information for client meetings (fact find/review process)
- Prepare Risk Insurance quotations (using Xplan) and pre-assessments
- Provide research and assist Advisers with strategy development
- Follow up on the process of advice implementation to completion
- Managing the advice process for clients insurance/superannuation / non-super investment
- Processing New Business applications
- Liaising with clients and product providers (insurance/superfunds/platforms)
- Reviewing commission/fee for service statements to ensure accuracy
- Placing trades/switch, rebalancing accounts & reviewing transaction confirmations
- Prepare meeting notes, resulting in action items, and subsequent task completion
- Managing the client communication (marketing) process
- Maintaining client database using XPLAN
- Maintaining compliance requirements and documentation
Criteria:
- 2 years + experience within the financial planning sector in a similar role
- Experience in working with Xplan
- Excellent verbal and written communication skills
- Experience working with insurance and superannuation
- Knowledge of regulatory requirements
- Excellent attitude and an extraordinary client service orientation
- Excellent computer skills including Windows, Microsoft Office, Spreadsheet (Excel)
- Excellent analytical skills
- Excellent interpersonal skills
- Excellent organisational and time management skills
- Ability to handle multiple tasks and operate on tight deadlines
- Have a can-do attitude
Our organisation and what’s on offer:
- Successful specialist financial planning, insurance broking and mortgage broking firm which is part of the Australian Medical Association (AMA WA) and partnered with Eastern state AMA’s, the Australian Society of Anaesthetists as well as the Australian Dental Association WA with several other partnerships in the pipeline.
- Seeking to build on the organisations brand of being the most ethical member association in Australia (https://www.ama.com.au/articles/ama-rated-most-ethical-member-association-australia ) by providing more value to Medical Professionals and differentiating itself from traditional industry players.
- On the job training to help you understand how your role fits within our client-first philosophy.
- High performing and collaborative work environment where you will be encouraged and supported.
- Opportunity to grow and progress in your career.
- Remote working options available subject to ongoing review and achievement of KPI’s.
- Attractive remuneration package.
- Additional 3 days of special leave available per annum to be used between December/January based on certain criteria.
- Opportunity to be part of AMA Solutions a diversified enterprise encompassing Membership, Advocacy, Medical Products, Training, Recruitment, CPD Home and Financial Services. (https://www.amawa.com.au/ama-solutions/)
Located in Nedlands, this full-time position offers an excellent opportunity to be part of an exciting and progressive organisation. The position will start as soon as possible following the completion of the recruitment process.
To apply for this position, please use the "Apply" link and email your curriculum vitae and a covering letter that highlights key points demonstrating background, experience and interest in the role.
