Client Services Executive

This is a fantastic opportunity for an experienced Client Services Executive looking to develop a rewarding career in the Financial Planning industry. As a Client Services Executive at a leading financial advice firm, you will be at the forefront of delivering superb service, forging lasting relationships with clients by always putting them first, and fostering meaningful connections. This role offers a unique opportunity to collaborate with a passionate team, support clients in achieving their financial goals, and play a pivotal part in shaping the client experience. If you thrive in a dynamic, professional environment where your contributions make a real impact, please apply now.

 We offer:

• An engaging and dynamic position with Canberra’s largest privately owned advisory firm,
• the support of a fully qualified team of client service and paraplanning professionals,
• the opportunity to liaise with clients, and add value to our client relationships,
• the opportunity to expand your skills and knowledge,
• pathways for career progression,
• work flexibility,
• positive and supportive work culture,
• access to the Employee Assistance Program; and
• state of the art working environment in the heart of Canberra City.

You will join a close-knit team of Client Service professionals, providing exceptional administrative support to financial planners with duties including (but not limited to):

• Providing a broad range of administrative support to a team of experienced financial advisers,
• ensuring effective communication between clients and the business,
• striving for high levels of client service and satisfaction,
• handling all the administrative aspects associated with the implementation of advice,
• preparation of client reports,
• responding to client queries and liaising with third parties in respect of clients’ accounts; and
• handling miscellaneous requests from advisers and requests for assistance from other staff with grace and professionalism.

 The applicant we are seeking would possess the following:

• Experience working within a financial planning firm,
• strong administrative skills,
• Xplan, SMSF and trusts experience will be highly regarded,
• resilience and strong organisational skills to balance a high-volume workload and competing priorities,
• effective time management,
• high level numeracy,
• high attention to detail and accuracy,
• Microsoft Office Applications knowledge,
• motivation, ambition, and commitment to achieve team goals,
• excellent verbal and written communication and interpersonal skills, and;
• a high level of professionalism - face to face, over the phone and through correspondence. 

Why join us? We are a growing business that is leaning into the future of financial advice and building for that future. We invest in our staff with full on-the-job training, mentoring, and career progression pathways. 

 You will be rewarded with:

• Learning and development opportunities,
• generous salary package,
• a career pathway with regular check-ins with our Business Manager,
• other perks of the job include an active social club, regular team morning teas, and team-building days,
• a 4 pm Friday finish and;
• a warm, inclusive, and collaborative working environment.