At a Glance
- Tasks: Assist clients and financial advisers with appointments and customer service.
- Company: Join PrimeCare Financial Planning, a supportive team in Camberwell.
- Benefits: Flexible work-from-home options and a friendly office environment.
- Other info: Great opportunity for growth in the financial services industry.
- Why this job: Make a difference in clients' lives while developing your professional skills.
- Qualifications: Strong communication skills and a passion for helping others.
The predicted salary is between 56700 - 69300 $ per year.
PrimeCare Financial Planning Pty. Ltd. – Camberwell VIC
Taking phone appointments for clients to meet with our financial advisers. Support our Directors and the financial planning staff, by carrying out duties efficiently to achieve the best outcomes for clients and the business. Deliver quality, courteous customer service. The role combines office attendance with working from home.
Key responsibilities
- Respond to prospective client enquiries by phone or email and book appointments
- Answer calls using the VoIP system, take messages and record appointments in the shared Outlook calendar
- Welcome clients courteously at reception
- Set up meetings and coordinate with financial advisers
- Assist with marketing to aged care facilities and hospitals
- Scan and electronically lodge documents and send emails to suppliers and clients
- Maintain client files on our CRM system and general office online filing
- Meet with clients and their adviser to discuss placement preferences
- Search for vacancies using online tools and complete the Aged Care Facility Search form
- Assist financial advisers with financial applications, electronic document lodging, client data and input for statements of advice
About you
- Excellent verbal communications skills, speaking slowly and clearly to an older demographic of clients and prospective customers
- Ability to respond to prospective client enquiries by phone or email
- Ability to welcome clients courteously at reception
- Ability to maintain client files and general office online filing
- Ability to communicate with clients, aged care facilities and hospitals
- Ability to maintain regular communication with clients
- Ability to keep accurate timesheets and communication logs
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Client Services Officer in Melbourne employer: PrimeCare Financial Planning Pty. Ltd.
PrimeCare Financial Planning Pty. Ltd. offers a supportive work environment that combines office attendance with the flexibility of working from home. Employees have the opportunity to engage directly with clients and contribute to their financial planning needs, fostering professional growth and development. The company values quality customer service and teamwork, making it an attractive place for those looking to build a career in financial services.
Contact Details:
PrimeCare Financial Planning Pty. Ltd. Recruitment Team
