Clients Services Officer
Advice Loop
Posted 23 days ago
About the role
We are seeking a dedicated and customer-focused Clients Services Officer to join our team at Advice Loop in Mornington, Victoria. This part-time role will see you playing a vital part in delivering exceptional service to our valued clients and supporting the broader financial planning team.
What you'll be doing
Providing professional and responsive customer service to clients via phone, email and in-person interactions
Assisting clients with general financial enquiries and coordinating the completion of client-related tasks and documentation
Maintaining accurate and up-to-date client records and files
Supporting the financial planning team with administrative duties and project work as required
Contributing to a positive team culture and continuously looking for ways to improve processes and client experiences
What we're looking for
Previous experience in a client-facing or administrative role in a Financial Planning practice essential
Excellent communication and interpersonal skills with the ability to build strong relationships with clients
Strong organisational and time management skills with attention to detail
Proficient in using Microsoft Office suite and client relationship management (CRM) software
A genuine interest in personal finance and a commitment to providing high-quality customer service
What we offer
Competitive salary and opportunities for career progression
Flexible work arrangements and a supportive team environment
Access to ongoing training and development programs
Health and wellbeing initiatives to promote a healthy work-life balance
About us
Advice Loop is a leading financial planning firm committed to helping our clients achieve their financial goals. With a strong focus on personalized service and innovative solutions, we pride ourselves on our ability to deliver tailored advice and support to individuals and families across the Mornington Peninsula and beyond. Join our team and be a part of our continued growth and success.
Apply now to become a highly value member of our team.
About Advice Loop
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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