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About the Role
This role serves as the first point of contact for client inquiries, providing foundational experience in Advice and client service delivery. It offers exposure to Advice Practices and collaboration with experienced teams, building capabilities in client engagement and systems for future career progression.
Responsibilities
- Act as the first point of contact for client enquiries via phone, email and mail
- Manage inbound enquiries and outbound follow-up activity for Advice Practices
- Maintain accurate records of all client interactions in Xplan or relevant systems
- Support scheduling and coordination of client meetings
- Collaborate with Practice teams to achieve first call resolution where possible
- Provide administrative and operational support as required
- Ensure client needs are met in a timely and professional manner
- Work proactively to support business goals and contribute to team outcomes
Requirements
- Customer service experience with a passion for delivering great outcomes
- Strong communication skills, particularly over the phone
- High attention to detail and strong organisational capability
- Curiosity and willingness to learn new systems, processes and the Advice environment
- Strong problem-solving skills and a proactive approach
- Confidence using systems and managing multiple tasks
- Reliable and accountable approach to work
- A positive, can-do attitude and desire to build a career within Advice
- Eligibility to work in Australia
- Willingness to undertake police and basic credit checks
Skills
- Client engagement
- Systems and workflows
- Communication
- Organisational capability
- Problem-solving
Location
- Sydney Office
Work Type
- Full time
- Onsite
About the Company
- Helping people do more with their money, from those starting out to those retiring.
- Creating financial wellbeing for every Australian.
- One of Australia’s leading financial wellbeing organisations, helping people feel good about their money.
- Focuses on helping people feel good about working here, offering flexibility and opportunities.
Equal Opportunity
- We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.