Implementation Specialist

Martens Wealth Management; Sunshine Coast Regional; On-site; AUD 110,000 - 140,000; Full time

Job summary

Martens Wealth Management is seeking a Senior Implementation Specialist to drive end-to-end client onboarding from our Minyama office on the Sunshine Coast. You will coordinate onboarding, prepare documentation, and liaise with clients, advisers and providers while ensuring accuracy and regulatory compliance.

You will monitor progress, resolve issues, and support ongoing process improvements in a collaborative, professional team environment focused on exceptional client outcomes.

Qualifications

• Senior implementation, client services or operations experience within financial services.
• Strong understanding of financial planning products, platforms and advice processes.
• Exceptional attention to detail and ability to manage multiple priorities.
• Proven ability to work autonomously while collaborating with a team.
• Commitment to delivering outstanding client outcomes.

Responsibilities

• Coordinate client onboarding and account establishment processes.
• Prepare, review and process implementation documentation.
• Liaise with clients, advisers, product providers and external stakeholders.
• Monitor implementation progress and proactively manage timeframes.
• Identify and resolve issues.
• Maintain accurate client records, file notes and documentation.
• Ensure activities meet compliance and regulatory requirements.
• Support process improvement initiatives and operational efficiencies.

Skills

Attention to detail

Autonomy

Multi-priority management

Client focus

Problem solving

Team collaboration

Compliance awareness

Process improvement

Tools

XPlan

North

Job description

Join a well-established business, working from our modern Minyama office on the Sunshine Coast. As a Senior Implementation Specialist, you will play a critical role in delivering seamless client implementation and onboarding experiences. Working closely with our adviser, clients, product providers and internal stakeholders, you will take ownership of the implementation process from start to finish, ensuring a high standard of accuracy & compliance. Be part of an experienced, collaborative, supportive and professional team & play a key role in delivering exceptional client experiences.

Key responsibilities

• Coordinating client onboarding and account establishment processes
• Preparing, reviewing and processing implementation documentation
• Liaising with clients, advisers, product providers and external stakeholders
• Monitoring implementation progress and proactively managing timeframes
• Identifying and resolving issues
• Maintaining accurate client records, file notes and documentation
• Ensuring all activities meet compliance and regulatory requirements
• Supporting process improvement initiatives and operational efficiencies

About you

• Previous experience in a senior implementation, client services or operations role within financial services
• Strong understanding of financial planning products, platforms and advice processes
• Exceptional attention to detail and ability to manage multiple priorities
• Proven ability to work autonomously while collaborating effectively within a team
• A strong commitment to delivering outstanding client outcomes
• Excellent problem-solving skills
• Experience managing end-to-end implementation and administration workflows
• Knowledge of compliance requirements and industry standards
• Experience with financial services platforms (XPlan & North are highly desirable)