CLIENT SERVICES ASSOCIATE
- Dynamic and customer focused financial services business
- Small and supportive team
- Location: North Ryde
- Flexible work arrangements – Full time or part time role
ABOUT US
At Shape Financial we offer our clients holistic financial advice, assisting with investment strategies, superannuation, mortgage broking and financial protection. We pride ourselves on the relationships we build with each and every one of our clients, making sure we understand their needs to be able to build bespoke advice helping them achieve their goals and feel confident about their financial future.
THE ROLE
You’ll be working to support our Client Service Manager with operational and administrative tasks, ensuring our clients have an outstanding experience with Shape Financial, and we deliver them the great outcomes we’ve been become known for.
Duties will include but are not limited to:
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Assisting team members in operational and administrative tasks.
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Attending to client enquiries and correspondence.
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Assisting with the preparation and lodgement of client applications and other financial documentation.
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Maintenance of internal recording keeping systems.
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Supporting the customer introduction process.
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Identifying opportunities for continuous improvement in process and operations.
REQUIREMENTS
You are passionate about customer service and have demonstrated experience working in a similar role (ideally within a financial services organisation). Additionally, you will have:
- Excellent verbal and written communications skills.
- Strong attention to detail and data entry skills.
- Proactive and solution-focussed approach to meeting clients’ needs.
- Commitment to outstanding client service; and
- Commitment to team work.
A competitive salary will be offered to the right individual. The remuneration package will be dependant on your skillset and previous work experience.
JOIN THE TEAM
If this role interests you and you’d love to join the Shape Financial team, please email your resume to info@shapefinancial.com.au
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