Client Relationship Coordinator | Financial Services
Assist Centrepoint’s salaried advisers in managing clients by coordinating administrative and transaction client work and process improvement projects
Summary about this job
Financial Planning
Company: Centrepoint Group of Companies
Location: Sydney
Work type: Full Time
Salary: n\a
Phone: +61-8-3161-9546
Fax: +61-7-3423-8686
E-mail: n\a
Site: n\a
Detail information about job Client Relationship Coordinator | Financial Services. Terms and conditions vacancy
- Boutique feel backed by a large group
- Professional culture that embraces change, diversity of thinking and innovation
- Challenging position with yearly short-term incentive + employee benefit program
About the Company
We are xseedwealth. Our name’s a bit different, because we are.
We provide all the financial advice services other organisations provide, but we approach it differently. We know good financial management is about many small decisions made well over a long period – not a few big decisions that are set-and-forget.
xseedwealth is backed by Centrepoint Alliance, one of Australia's largest community of financial advisers.
Centrepoint Alliance is made up of a leading network of financial advisers. We help build future prosperity for hundreds of thousands of Australians.
Our purpose is developing and supporting financial advisers. We do this by providing world class technology, services, education, on the ground training, and integrated compliance monitoring to help our advisers build strong prosperous businesses focused on meeting clients' needs.
In doing this, we build a community of like-minded professionals who benefit not just from the services and resources we provide, but from each other and the network we create. Our four divisions: Licensee Solutions, Financial Advice, Lending Solutions and Investment Solutions are integrated. This enables us all to see beyond the reach of our individual businesses and practices to share skills and knowledge and take a wider view of a complex and ever-changing market.
https://www.xseedwealth.com.au/
About the Role
Join the salaried channel of Centrepoint Alliance in xseedwealth, we have a boutique financial planning feel with direct access to all the best services a dealer group offers.
You will assist our advisers as the first port of call for our client base of approx. 12,000 clients from all walks of life. Very much a learning opportunity with an eye to advancement within the company and/or wider group.
Duties
- Coordinate reviews/FDS/Opt-in for clients' financial circumstances, current provision and future aims according to scheduled process.
- Help prepare Statements of Advice and relevant paperwork.
- Manage superannuation, investment and insurance paperwork and online systems to implement & maintain plans.
- Liaise with fund managers, insurers, internal departments and clients in a professional manner.
- Respond to client queries as required, maintaining high levels of customer care.
- General client maintenance and upkeep in Compass (XPLAN), including workflow management using “threads”.
- Assist with process improvement and marketing and communication projects
- Complete any other reasonable tasks or duties as required by your immediate manager
Skills and Experience
- Bachelor’s Degree in Commerce or Business
- Diploma of Financial Planning 1 - 4 (RG146) OR Advanced Diploma of Financial Planning (DFP 5-8), OR intention to complete OR Masters in Financial Planning pathway
- Experience in financial services industry in a customer service and/or admin capacity with Insurance and Superannuation technical and terminology knowledge, (moderate to advanced) highly desired
- Attention to detail and highly effective organisation and time management skills
- Excellent communication skills and customer service focus
- Working knowledge of XPLAN
What’s on offer
- Excellent Employee Benefits Program
- A challenging and meaningful role with performance based incentives
- Supportive of flexible working arrangements
- An open, friendly and passionate environment putting our client at the center of everything that we do
- Growth cycle of business - investing in technology, people and infrastructure
- Opportunity to join a well-known Australian ASX listed company
Why Join Centrepoint?
We support you in developing your career with on-the-job training, paid sponsorship of relevant training and courses and study leave for tertiary qualifications. And we'll help expand your skills through secondments, external seminars, conferences, webinars and memberships. You'll find we offer highly competitive remuneration, an incentive structure with short term rewards, not years in the future and options for salary sacrificing.
How to Apply
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