Client Success & Relationship Coordinator

Bold Wealth; City of Hobart; Hybrid; AUD 40.000 - 52.000; Teilzeit

Benefits dieser Stelle

Hybrid work arrangement

Flexible hours

Zusammenfassung

Bold Wealth, based in Hobart, seeks a Client Services Officer to support clients throughout their advice journey and act as the central point of contact for a seamless, professional experience in providing financial advice.

In a small business, every task matters—from assisting clients and preparing documentation to liaising with partners, organizing office operations, and helping host meetings and events. This hybrid, part-time role is 24–32 hours per week with competitive remuneration.

Qualifikationen

• Outstanding client service skills with ability to build rapport and communicate confidently.
• Solution-focused mindset with ability to identify issues and implement practical solutions.
• Strong organizational skills for managing advice implementation and client records.
• Understanding of financial concepts including superannuation, investments, insurance and taxation.
• Experience liaising with accountants, funds, insurers and other professionals.
• Teamwork and adaptability in a small business environment.

Aufgaben

• Assist clients and prepare documentation for advice processes.
• Liaise with professional partners to support client journeys.
• Organize office supplies and contribute to smooth office operations.
• Help host client meetings and events and ensure a high standard of client care.

Kenntnisse

Client service

Communication

Organization

Financial concepts

Stakeholder liaison

Teamwork

Jobbeschreibung

Bold Wealth, based in Hobart, seeks a Client Services Officer to support clients throughout their advice journey and act as the central point of contact for a seamless, professional experience in providing financial advice.

In a small business, every task matters—from assisting clients and preparing documentation to liaising with partners, organizing office operations, and helping host meetings and events. This hybrid, part-time role is 24–32 hours per week with competitive remuneration.