Client Services Administrator - Financial Planning

Daniels Recruitment; Newcastle City Council; On-site; AUD 55,000 - 75,000; Full time

Benefits offered by this job

Free car park

Bonus scheme

Five weeks holidays

Job summary

Daniels Recruitment is seeking a Client Services Administrator for a Wealth Management practice in Newcastle. You will support Financial Advisors, manage client appointments and diary schedules, and coordinate client documentation for meetings and reviews.

Role includes ongoing client liaison, CRM updates, event support, and handling ad hoc requests. Training will be provided; energy and strong communication are essential.

Qualifications

• Minimum 12 months in Wealth Management or Client Services is preferred.
• Experienced in supporting Financial Advisors and clients.
• Willingness to learn firm procedures and processes.

Responsibilities

• Appointment and diary management for advisors.
• Liaise with clients, helping with applications, claims, implementations.
• Coordinate client documents for meetings and reviews.
• Liaise with ATO, financial institutions and other service providers.
• Continual CRM updates and data accuracy.
• Assist with event management for information sessions.
• Complete ad hoc requests from clients and advisors.

Skills

Verbal communication

Customer service

CRM software

Diary management

Event coordination

Tools

CRM

Job description

With so many Client Services roles within Wealth Management/Financial Planning available here in Newcastle currently, how do you identify the right opportunity for you? Having assisted this firm for several years, it is quite clear to me that when moving into a Client Services role with them, you will really see the differences. Both in your day-to-day team interactions as well as the “additional” benefits they provide their staff. Based a few minutes from Kotara, you will never have an issue scoring a free carpark each morning. There are three or four quality coffee shops within metres of their front door. Lunchtime can offer an array or choices within 100 metres. They also have a huge kitchen area where you can get away from your desk, enjoy a break and catch up with life.

About Your New Role

The senior management team of this local firm are thoroughly convinced that their team of Client Services Administrators play a critical role. From providing support to the Financial Advisors through to engaging with the many clients that utilise the firm’s services, every aspect of the CSA’s role is valued and appreciated. As you would expect, your day-to-day responsibilities will include:

• Appointment and diary management
• Ongoing liaison with clients – including assistance with completing applications, claims, implementations etc……
• Coordinating the preparation of client documentation relating to client meetings and reviews
• Liaison with ATO, Financial Institutions and other service providers
• Continual updating of CRM
• Assisting with event management for upcoming information sessions
• Completing adhoc requests from clients and advisors

About This Quality Local Employer

With so many Client Services roles within Wealth Management/Financial Planning available here in Newcastle currently, how do you identify the right opportunity for you? Having assisted this firm for several years, it is quite clear to me that when moving into a Client Services role with them, you will really see the differences. Both in your day-to-day team interactions as well as the “additional” benefits they provide their staff. Based a few minutes from Kotara, you will never have an issue scoring a free carpark each morning. There are three or four quality coffee shops within metres of their front door. Lunchtime can offer an array or choices within 100 metres. They also have a huge kitchen area where you can get away from your desk, enjoy a break and catch up with life.

What is important to remember is that in your current role, you may not had exposure to some of these tasks. That’s ok. This firm is more than happy to train you. If you are keen to expand your knowledge, there will be plenty of things for you to gain exposure to and master. Interestingly, this firm have a unique structure that appears to not only provide exceptional customer service to their clients but also a level of daily variety to keep you engaged and motivated. Oh yeah, they use exceptional systems/platforms and have processes and procedures in place to ensure compliance, quality and consistency.

What You Bring To This Great Firm

This role would be ideal for someone that has worked in Wealth Management for a minimum of 12 months. This may be in reception, or you may have just moved into a Client Services role. Obviously if you have lots of experience, that would be ideal, but you need to remember that this firm has established procedures that you will need to be comfortable with. Overall, energy, enthusiasm and a passion for customer service is a must. So is strong verbal communication skills.

Remuneration, Additional Benefits & How To Apply

Along with an attractive salary, you will also benefit from a bonus scheme and five weeks holidays per year. A solid social calendar with regular events is established (Melbourne Cup Day is outstanding!!!). If your birthday falls on a workday, you can stay at hope and celebrate. There are a few other things that we can discus at interview.