Financial Planning Client Experience Specialist

Homestead Financial Group; Melbourne; On-site; AUD 55,000 - 75,000; Full time

Job summary

Homestead Financial Group is seeking a Client Services Officer to support both client engagement and executive assistance within the Advice team. You will service clients across the full lifecycle, coordinating appointments, managing diaries and responding to enquiries.

The role requires experience in financial services administration, strong MS Office and CRM navigation, excellent telephone skills, and the ability to plan and prioritise work with minimal supervision.

Qualifications

• Experience in administration within a financial services organisation.
• Proficiency with Microsoft Office 365, especially Word and Excel.
• Excellent telephone technique and client engagement.
• Ability to navigate web-based CRM systems.
• Strong planning, prioritising and scheduling skills.
• Well-developed interpersonal skills and relationship ability.
• Professional presentation.

Responsibilities

• Coordinate client appointments via inbound and outbound calls.
• Manage the diaries of HFG Financial Advisers.
• Handle general enquiries from HFG clients.
• Prepare and assist Advisers in SoA documentation.
• Prepare and lodge financial product applications and chase outstanding lodgements.
• Maintain compliance records and update CRM accordingly.
• Assist Management and Advisers with administration tasks.
• Respond to emails and prepare client administration documentation.
• Ensure SoA documentation meets licensee compliance before presentation.
• Complete compliance checks on lodgements per the compliance checklist.

Skills

Administration

MS Office

Telephone skills

CRM software

Time management

Interpersonal skills

Professional presentation

Tools

Microsoft Word

Microsoft Excel

CRM systems

Job description

The Client Services Officer reports directly to the Managing Director. This combined role provides both client engagement and executive support to the Advice team, servicing the practice's clients across the full client lifecycle.

Key responsibilities

Receive inbound and make outbound calls to co-ordinate client appointments and confirm review meeting times with Financial Advisers

Manage the diaries of HFG Financial Advisers

Manage the general enquiries of HFG clients

Prepare and assist Financial Advisers in the preparation of Statement of Advice (SoA) documentation

Undertake the preparation and lodgement of all financial product application forms and manage outstanding lodgement tasks

Maintain and manage ongoing compliance and update compliance records via practice standards and the CRM

Complete administration tasks requested by HFG clients and support Management and Financial Advisers as required

Respond to email correspondence and prepare and assist clients with administration documentation

Ensure all SoA documentation is prepared in line with licensee compliance standards and provided to the Financial Adviser prior to the SoA presentation meeting

Conduct compliance checks on completion of all lodgements as per the compliance checklist

About you

Experience in administration within a financial services organisation

Microsoft Office 365 capabilities, including high-level competency in Word and Excel

Great professional telephone technique and comfort with client engagement

Ability to navigate web-based CRM systems

Demonstrated ability to plan, prioritise and schedule work targets/activities without supervision

Well-developed interpersonal skills and proven relationship ability

Professional presentation

About us

Homestead Financial Group (HFG) is a financial services provider in the Western suburbs of Melbourne and has been operating since 1997. The HFG Head Office is situated at 1/19 Synnot Street, Werribee, VIC, 3030, with a secondary office at 61 Evans Street, Sunbury, VIC, 3429. HFG has a corporate business structure and a "Fee for Service" business model for both initial and ongoing advice services. HFG advises across Wealth Creation, Self-Managed Super Funds, Personal Superannuation, Investment Planning, Risk Management, Banking and Debt advice, Retirement Planning, Aged Care and Centrelink, and provides estate planning and strategic tax advice through strategic alliance partners.

Be careful - Don’t provide your bank or credit card details when applying for jobs. Don't transfer any money or complete suspicious online surveys. If you see something suspicious, report this job ad .