Client Services Associate

Job Title: Client Services Associate
Contract Type: Permanent
Location: Dandenong, Victoria
Salary: Negotiable
Reference: 201426_1581466941
Contact Name: Jamie Ferguson
Contact Email: adrian.o'
Job Published: February 12, 2020 11:22

Job Description

About the Role

The responsibilities of this role will include but are not limited to:

  • Assist and support clients and advisers by being the key point of contact
  • Help to build and maintain client relationships through outstanding customer service
  • Support client review activities
    • Client portfolio review
    • Reverse fact find
    • Opt in
  • Manage complex implementations in an accurate and timely manner
  • Support client services officers with administrative tasks
  • Conduct scenario modelling within Xplan

Successful candidate will have the following:

  • Diploma in Financial Services
  • Proven experience working within Xplan software
  • Exposure to risk and compliance requirements within financial services
  • Build and maintain strong internal and external relationships
  • Exceptional written and verbal communication

To be considered for this role please email your resume via the link or to have a confidential discussion about this and other opportunities across financial services, please contact Jamie Ferguson on 03 8080 7283