AddressJoin Empower Wealth: Transform Lives Through Financial Empowerment
Are you an enthusiastic and detail-oriented individual with a passion for delivering exceptional Customer Service? Empower Wealth, a multi-award-winning advisory firm at the forefront of Property, Finance, and Wealth Advisory, is in search of a dedicated Customer Service Officer to join our Financial Planning team in either Sydney or Melbourne.
About Empower Wealth
At the heart of what we do, we’re a national group providing sophisticated property investment advice. We educate and empower Australians to make sound financial choices to build the lifestyles they desire. Whether they are families, professionals or retirees, we believe anyone can build long term wealth through property, as long are you’re armed with the right advice and specialists in your corner. Our team of qualified advisors offer our professional products and services through a blend of in-person advice and technology, supported by our in-house (developed and built) Fintech and Proptech solutions.
As part of our passion for education especially in the property, finance and money management space, we've started a podcast called The Property Couch back in 2015. Since then, we've had over 13 million downloads and are Australia's #1 Property Podcast!
About the Role
Reporting to the Customer Service Manager, you will be responsible for providing advice and services to clients, including managing compliance, preparing documents, coordinating appointments, and assisting with administrative tasks to optimise client interactions.
- Assisting Financial Planners in providing advice and services to clients, both initially and on an ongoing basis.
- Developing and nurturing relationships with the client base to ensure their best outcomes are prioritised.
- Facilitating and maintaining an optimal client experience throughout interactions.
- Taking ownership of client matters as they arise, resolving issues or escalating them as needed.
- Managing new leads into the Financial Planning division by conducting due diligence and uploading client information into the CRM.
- Preparing and executing pre and post-meeting documents, including SOAs, ROAs, and Review Documents, as directed.
About You
- 3 years’ experience in a Customer Service role preferably within the financial planning industry, other highly regarded industries include investment or insurance
- High level of organisation and attention to detail
- Demonstrated ability to work to deadlines
- Sound computer literacy, specifically with Xplan and Microsoft Office
- Extensive financial literacy and proficiency
- Excellent verbal and written communication
The Benefits
- Great city fringe offices in Melbourne and CBD Sydney to complement a hybrid working structure
- Gain knowledge in finance, tax, money management, financial planning, and property planning
- Employee Share Program
- Shine Program (our internal Peer Recognition Program)
- Employee Assistance Program (Professional Counselling)
- 4 weeks paid Parental Leave and Flexible Work Policy
- Access to high quality training content including The Property Couch Start and Build Course and online training platform
What's Next
This is a truly exciting opportunity to join a company who cares about helping as many Australians as possible in their journey to improve their financial wellbeing. So, if we sound like a business you want to be a part of, and this role sounds like you, we want to hear from you.
Please note that this is a hybrid role which requires regular office attendance, fully remote applicants will not be considered.
Respectfully and regretfully, only successful candidates will be notified of the outcome of their application.
