Client Relationship Manager - Implementation

Reporting to the Senior Wealth Strategist/CEO, you will join a team of experienced and engaging financial professionals, where you will be hands on responsible for managing the implementation pipeline for all financial advice strategies; ensuring seamless execution from start to finish, including liaising with third parties, clients and reporting to the Wealth Strategist and Senior Wealth Strategist on a regular basis.

Experience in a similar (implementation within Financial Planning) role is required to be considered for this role.

Who we are:

We’re Moneyclip, a dynamic wealth management team dedicated to helping our clients experience the true joy of life through financial freedom! From buying your first home to passing on inheritance, navigating the complexities of separation or planning for retirement, it’s easy to feel overwhelmed by the different financial advisors handling each piece of your puzzle. You won’t find this outdated setup at Moneyclip. With specialists across all areas of finance, we focus on a more connected and effective way of doing things to ensure that our clients’ money is working hard for them, not just for life’s milestones but also through its ups and downs. That’s where Moneyclip loves to help, and that’s what gets us up in the morning.

Your Role:

As a Client Experience Officer, you’ll be the cornerstone of our client interactions for all implementation related matters, ensuring satisfaction, trust, and long-term success. Working closely with the team, you'll be executing tailored implementation solutions that match the recommendations of the advice, managing our clients program to a high standard, understanding both client and business needs, assisting in OFA and insurance review as well as other duties relating to the role. Such as various communication, clarity and education of the client.

You can look forward to:

Team outings

Supportive leadership & mentoring, an environment where team members are genuinely heard and valued

Opportunities to make a significant impact by directly supporting leadership and the entire team

Competitive salary and benefits package

Truly enriching our clients lives!

Key Responsibilities:

Client Servicing and Engagement, providing support throughout the process

Insurance/Investment & Super Applications, Insurance reviews and claims

Ongoing investment Portfolio management

Liaise with third parties

Client File Record Keeping

Assisting with some Compliance tasks and other projects as needed

Communication and email management. Some Record of Advice and Execution Only writing.

What we are looking for:

Excellent written communication skills and accuracy with a strong eye for detail

Excellent ability to listen, engage, and articulate technical matters effectively

Resourceful and proactive in anticipating/addressing client needs

A client centric mindset

A collaborative and adaptable mindset with a drive to contribute to our teams success, helping drive forward our culture of continuous improvement

3+ years strong experience in Financial Advice implementation in all areas including superannuation, insurance and investment (in a customer facing role) with qualification in RG146 as a minimum

Proven ability to manage multiple tasks efficiently, work autonomously and be able to work to deadline

Quick learner and excellent personal organisation skills

Must have some understanding of Estate Planning, basic tax and superannuation laws and familiarity with products such as loans and offset/redraw.

Please note, whilst your experience and qualifications are important, the cultural fit is a must. So if you are seeking a positive and rewarding work environment and you like what you read above, please click APPLY NOW to send your CV to us along with a short cover page addressing how you fit the criteria. Please note full working rights within Australia are required to be considered for this role.

We look forward to meeting you!