Job Description
Full job description
Coastal Advisory Australia is a leading financial planning business with offices nationwide, committed to delivering top-tier financial advice and exceptional client services. With a strong focus on long-term client relationships, our team offers personalised financial solutions to help individuals achieve their financial goals.
We are currently seeking an Associate, Client Services to join our professional and dedicated team. This is an exciting opportunity for someone passionate about providing high-quality services and support in the financial services industry.
What We're Looking For:
We're looking for someone who has a genuine passion for helping clients and making their experience seamless and enjoyable. If you've worked in client services or an admin role - especially in the financial services space - you'll feel right at home here. But most importantly, we're looking for someone with great communication skills and a natural ability to build and nurture client relationships.
You'll need to be highly organised and able to juggle multiple tasks with ease, making sure nothing slips through the cracks. If you're someone who thrives on meeting deadlines and keeping everything in check, we'll definitely value your skills. You should be someone that is happy to learn new things and has a keen attention to detail, especially when it comes to preparing compliant advice documents.
If you've used Xplan before, that's a big plus. But if not, we're happy to teach you.
We're looking for a proactive and flexible person who enjoys being part of a team, pitching in when needed. Most importantly, if you're someone who thrives on delivering excellent service and bringing positive energy to the team, we think you'll be a fantastic Fit!
Key Responsibilities:
As a Client Services Specialist, you will be responsible for:
Support for Financial Advice Delivery: Providing assistance to the Advice Team in delivering financial advice and ensuring all related tasks are completed efficiently.
Client Service Activities: Undertaking various client service activities to ensure a premium client experience, fostering strong and lasting relationships.
Xplan Task Management: Managing the timely completion of tasks allocated via Xplan, ensuring that all deadlines and requirements are met.
Advice Document Preparation: Oversee the accurate and timely preparation of complaint advice documents, ensuring that all paperwork meets regulatory standards
Compliance Adherence: Ensure that the financial advice process is followed meticulously, including the completion of compliance documentation for adviser approval and task completion in Xplan
Reception Support: Provide backup support for the local reception team, ensuring smooth office operations and a welcoming environment for clients.
Why Join Us?
Professional Development: Opportunities to grow your career within the financial planning sector, including further education and training.
Work-Life Balance: Enjoy a flexible working environment that values your well-being and work life balance. With access to flexible work schemes, working from home and flexi work arrangements.
Collaborative Team Culture: Be part of a supportive team that encourages professional development, celebrates success and places a high emphasis on culture and wellbeing.
Competitive Salary & Benefits: We offer a competitive salary and benefits package, based on your experience and skills
CAA Rewards: Gain access to the CAA EVP, with discounts, free services, events and industry conference sponsorship.
Company Overview
At Coastal Advisory Australia, we’re the financial advisers for people who are all in on life. For those chasing big goals, taking clever risks and refusing to look back with regret. We don’t just help people save or invest. We help them plan everything with purpose, so their money fuels the life they want and works as hard as they have. We achieve this by delivering personalised strategies that help our clients move towards their aspirations with confidence, clarity and courage.
Coastal Advisory Australia is a leading financial planning business with offices nationwide, committed to delivering top-tier financial advice and exceptional client services. With a strong focus on long-term client relationships, our team offers personalised financial solutions to help individuals achieve their financial goals.
We are currently seeking an Associate, Client Services to join our professional and dedicated team. This is an exciting opportunity for someone passionate about providing high-quality services and support in the financial services industry.
What We're Looking For:
We're looking for someone who has a genuine passion for helping clients and making their experience seamless and enjoyable. If you've worked in client services or an admin role - especially in the financial services space - you'll feel right at home here. But most importantly, we're looking for someone with great communication skills and a natural ability to build and nurture client relationships.
You'll need to be highly organised and able to juggle multiple tasks with ease, making sure nothing slips through the cracks. If you're someone who thrives on meeting deadlines and keeping everything in check, we'll definitely value your skills. You should be someone that is happy to learn new things and has a keen attention to detail, especially when it comes to preparing compliant advice documents.
If you've used Xplan before, that's a big plus. But if not, we're happy to teach you.
We're looking for a proactive and flexible person who enjoys being part of a team, pitching in when needed. Most importantly, if you're someone who thrives on delivering excellent service and bringing positive energy to the team, we think you'll be a fantastic Fit!
Key Responsibilities:
As a Client Services Specialist, you will be responsible for:
Support for Financial Advice Delivery: Providing assistance to the Advice Team in delivering financial advice and ensuring all related tasks are completed efficiently.
Client Service Activities: Undertaking various client service activities to ensure a premium client experience, fostering strong and lasting relationships.
Xplan Task Management: Managing the timely completion of tasks allocated via Xplan, ensuring that all deadlines and requirements are met.
Advice Document Preparation: Oversee the accurate and timely preparation of complaint advice documents, ensuring that all paperwork meets regulatory standards
Compliance Adherence: Ensure that the financial advice process is followed meticulously, including the completion of compliance documentation for adviser approval and task completion in Xplan
Reception Support: Provide backup support for the local reception team, ensuring smooth office operations and a welcoming environment for clients.
Why Join Us?
Professional Development: Opportunities to grow your career within the financial planning sector, including further education and training.
Work-Life Balance: Enjoy a flexible working environment that values your well-being and work life balance. With access to flexible work schemes, working from home and flexi work arrangements.
Collaborative Team Culture: Be part of a supportive team that encourages professional development, celebrates success and places a high emphasis on culture and wellbeing.
Competitive Salary & Benefits: We offer a competitive salary and benefits package, based on your experience and skills
CAA Rewards: Gain access to the CAA EVP, with discounts, free services, events and industry conference sponsorship.
Company Overview
At Coastal Advisory Australia, we’re the financial advisers for people who are all in on life. For those chasing big goals, taking clever risks and refusing to look back with regret. We don’t just help people save or invest. We help them plan everything with purpose, so their money fuels the life they want and works as hard as they have. We achieve this by delivering personalised strategies that help our clients move towards their aspirations with confidence, clarity and courage.
💡 Quick Summary
Seeking a career-building opportunity? The Associate, Client Services position is now open for candidates interested in the Work from home Jobs sector. This role in Sydney offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Work from home Jobs is a plus.
