Client Services Coordinator
Hybrid · Australia
Core
Coordinate advice documentation and implementation for financial advisers while supporting member enquiries.
Role type
Client Services Coordinator (Financial Advice)
Builds
Advice documentation, application submissions, and member support workflows
Domain
Financial Services / Superannuation
Required skills
Financial planning exposure, organisation, time management, attention to detail, written communication, verbal communication
Preferred skills
Superannuation knowledge, tax knowledge, broader financial services knowledge
Responsibilities
Prepare advice documents and client materials, implement financial advice recommendations, liaise with external fund providers, manage client files and records, support member enquiries face-to-face, ensure compliance with regulatory standards
Seniority
Junior to Mid-level, hands-on IC