Client Experience Specialist - Finance & Planning

Retirement & Pensioner Planning; Melbourne; Sur place; AUD 38 000 - 52 000; Plein temps

Résumé du poste

Retirement & Pensioner Planning – Wheelers Hill VIC is seeking a Client Services Officer to support the delivery of holistic financial planning services. You will act as the operational link between clients, financial advisers and accountants, coordinating information, communications and documentation to ensure a seamless client experience from enquiry through implementation and ongoing service.

The role blends client service, administration, compliance support and workflow management across

Qualifications

• Experience in administration and client service within professional services.
• Proven ability to manage client information and documentation.
• Familiarity with CRM/practice management systems and taxation workflows.

Responsabilités

• Develop and maintain positive client relationships as the bridge between financial planning and accounting.
• Answer incoming calls and client correspondence; action, escalate or resolve inquiries.
• Coordinate appointments, meetings and review schedules; keep clients informed of progress.
• Assist with implementation activities and gather information from clients and third parties.
• Coordinate annual tax return workflows and prepare client tax information requests.
• Monitor workflow deadlines and ensure work progresses efficiently; support post-lodgement administration.

Connaissances

Client service

Administration

CRM systems

Attention to detail

Organisational skills

Communication skills

Problem solving

Prioritisation

Description du poste

Retirement & Pensioner Planning – Wheelers Hill VIC is seeking a Client Services Officer to support the delivery of holistic financial planning services. You will act as the operational link between clients, financial advisers and accountants, coordinating information, communications and documentation to ensure a seamless client experience from enquiry through implementation and ongoing service.

The role blends client service, administration, compliance support and workflow management across