Client Service Specialist - Brookvale

At Strategy First Financial Planning our philosophy is to understand our clients and to work proactively with them to ensure they receive the best possible advice across all areas of their financial life.  We develop deep, trusting relationships and help our clients to make smart choices that will give them the greatest chance of achieving their preferred future. 

We are in search of a new member for our Client Services team who can practice our philosophy for the benefit of all clients.

This is a unique opportunity for a candidate with:

 The desire to be part of a team that has shared goals, shared knowledge and mutual respect

 The drive to have a positive impact on clients and their ability to reach their preferred future

 Superior written and verbal communication skills

 Keen attention to detail

 High organisational skills


Your Role:

1. Enhance client relationships through all stages of the advice process, whether in-person, via email, video or phone 

2. Work as part of the Advice Team to ensure efficient and precise implementation of advice

3. Liaise with different external parties, such as fund managers and insurance companies to facilitate the implementation process

27/07/2020 $0 North Shore & Northern Beaches 1 Call Centre & Customer Service
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