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.