Client Services & Implementation Specialist

Australian Medical Association (WA); Western Australia; Hybrid; AUD 70,000 - 80,000; Part time

Benefits offered by this job

Training and Development

Flexible Working Options

Additional Special Leave

Job summary

The Australian Medical Association (WA) in Nedlands is seeking a Part-time Client Services Manager (Implementation Specialist) to enhance their financial planning services. The ideal candidate will have a minimum of 5 years’ experience in the financial planning industry, excellent communication skills, and a can-do attitude.

This role offers a high-performing work environment, on-the-job training, and flexible working options. You will manage client interactions and ensure the accuracy of financial documentation while contributing to the team's dynamic client-first philosophy.

Qualifications

• Minimum 5 years’ experience in the financial planning industry.
• Experience using XPlan is preferable.
• Qualifications in financial planning or a related field would be viewed favourably.

Responsibilities

• Preparing information for client meetings and managing implementation processes.
• Liaising with clients and product providers for accuracy and compliance.
• Gaining hands-on experience by attending client meetings.

Skills

Communication Skills

Time Management

Client Service

Teamwork

Education

Qualifications in Financial Planning

Tools

XPlan

Job description

The Australian Medical Association (WA) in Nedlands is seeking a Part-time Client Services Manager (Implementation Specialist) to enhance their financial planning services. The ideal candidate will have a minimum of 5 years’ experience in the financial planning industry, excellent communication skills, and a can-do attitude.

This role offers a high-performing work environment, on-the-job training, and flexible working options. You will manage client interactions and ensure the accuracy of financial documentation while contributing to the team's dynamic client-first philosophy.