Client Services Coordinator (Financial Planning)

About the Opportunity:

An established professional services firm is seeking a Client Services Coordinator to join its Financial Planning team. In this role, you will support Financial Planners by coordinating client appointments, managing documentation, and ensuring a smooth and professional client experience.

Working within a collaborative, flexible, exciting and vibrant team - you will play a key role in supporting the delivery of holistic financial advice while building strong relationships with both clients and internal stakeholders. This is excellent opportunity for someone looking to further develop their career within financial planning administration and client services!

The Benefits:

• Onsite parking

• Flexible hours and WFH options to support a strong work-life balance

• Study support for educational courses to help boost your career forward!

• Team activities and celebrations - Christmas party, Melbourne Cup, Easter activities and more!

• Annual team trips (previous trips include a P&O Cruise, this year it's Tangalooma!)

• Annual reviews and pathways for progression across multiple areas of the business
  

Key Responsibilities:

• Work collaboratively with a team of CSCs, financial planners and a paraplanner

• Assist with client onboarding and ongoing service requests, including maintaining client documentation and records

• Coordinate and manage client appointments and meetings

• Assist with preparation of documentation using Xplan

• Liaise with clients and the team to gather information and respond to general enquiries
  

About You:

• Previous experience in a client services or administrative role (experience within a financial planning firm is highly desirable)

• Experience using Xplan or other financial planning software is advantageous

• Excellent communication and interpersonal skills

• Strong attention to detail and organisational skills, with the ability to manage multiple tasks and deadlines

• A proactive attitude with a willingness to learn and contribute to a high-performing team (personal interest in a career in the wealth management space is desirable!)

To Apply:

Please submit your CV directly through SEEK, OR send your CV to *********@mwrecruitment.com.au

To hear about other exciting opportunities we have available, please contact Madeleine Knudsen directly on 0499 624 ***

Madeleine Knudsen | LinkedIn