Client Experience Specialist — Financial Planning

Fiducian Financial Services; Canberra; On-site; AUD 60,000 - 90,000; Full time

Job summary

Fiducian Financial Services in Canberra is seeking a Client Relations Officer to support our financial planning advisers, coordinating client engagements, onboarding, and pre-meeting preparation.

You will be the first point of contact for clients, delivering exceptional service and maintaining CRM records, while working in our Deakin office. This is a full-time role with an immediate start for the right candidate.

Qualifications

• Experience in financial planning, banking, insurance, or professional services is highly regarded.
• Excellent verbal and written communication skills.

Responsibilities

• Coordinate and schedule ongoing client review meetings to keep adviser calendars full and organised.
• Act as a primary point of contact for clients regarding appointments, enquiries, and service requests.
• Manage new client enquiries and assist with onboarding processes.
• Allocate incoming client requests to the appropriate adviser.
• Prepare meeting documentation, file notes, and pre-meeting requirements.
• Follow up information requests and maintain proactive communication with clients and advisers.
• Ensure client records and CRM information are accurate and up to date.
• Identify upcoming client needs and service opportunities with advisers.
• Assist with diary management, meeting confirmations, and appointment reminders.
• Maintain high standards of client service and satisfaction.

Skills

Verbal & written communication

Interpersonal skills

Time management

Multitasking

Professional presentation

Teamwork

Proactive attitude

Empathy

Open communication

Tools

CRM systems

Microsoft Office

Job description

Fiducian Financial Services in Canberra is seeking a Client Relations Officer to support our financial planning advisers, coordinating client engagements, onboarding, and pre-meeting preparation.

You will be the first point of contact for clients, delivering exceptional service and maintaining CRM records, while working in our Deakin office. This is a full-time role with an immediate start for the right candidate.