Client Services Coordinator

Location: Perth
Job Type: Permanent
Reference: 728639
My client is a successful Self-Licensed Financial Advice Practice. Boasting a welcoming and supportive culture with targeted training and mentorship to support your career journey.

Due to the ongoing growth, the practice now seeks a driven and focused candidates to join the Advice Support & Technical team as a Client Services Coordinator.

The successful candidate will have the role tailored around their expertise and passions, which can include:

  • Accurate and timely implementation of client strategies
  • Adviser support including research, booking of review meetings
  • Liaising with clients and external contacts (including BDM's, product providers etc.)
  • Xplan database management
  • Adhoc projects

On offer to the right candidate is a friendly and down to earth working environment.  

Due to the volume of applicants we are only able to contact candidates that meet the above criteria. Should you have any questions please contact Samantha Cotgrave on 08 9212 1001.