Description

Join the professional and supportive team at Vove Financial, a boutique financial planning firm located in Glenelg. We are seeking a dedicated and detail-oriented Client Service Administrator to support our advisers and deliver outstanding client service.

Key Responsibilities

o   Handling client calls and emails professionally and promptly

o   Communicating proactively with clients regarding advice implementation and service requests

o   Communication with product providers on the adviser’s behalf

o   Adviser diary management

o   Quality checking document prepared by other team members ahead of client meetings

o   Select and schedule social media activities, including the monthly newsletter

o   Manage our shared inbox 

o   Ensuring compliance with company, licensee, and legislative requirements

o   Maintaining accurate client records and database management

o   Project support work as directed by the Practice Manager

o   Other ad-hoc duties as directed

Requirements

Skills and Experience

o   A genuine and personalised approach to customer service

o   Effective communication and interpersonal skills

o   Strong prioritisation and time management skills

o   Impeccable attention to detail

o   Previous experience within a professional services environment