Deskripsi Pekerjaan
Extend2 Solutions OPC is seeking a high-performing Senior Client Services Officer with Australian financial planning expertise to join our dynamic team. This role offers a unique opportunity to leverage your industry knowledge while delivering exceptional service to high-value clients. As a key member of our client services division, you will be responsible for maintaining and growing client relationships, ensuring compliance with Australian financial regulations, and driving operational excellence. The ideal candidate thrives in a fast-paced environment, demonstrates exceptional attention to detail, and takes ownership of client outcomes. Join our mission to redefine financial service delivery in the Asia-Pacific region.
Tanggung Jawab
- Manage and expand relationships with Australian financial planning clients
- Prepare and review financial planning documentation to ensure regulatory compliance
- Coordinate cross-functional teams to deliver seamless client experiences
- Resolve complex client inquiries and issues with proactive problem-solving
- Maintain accurate client records and documentation in compliance standards
- Support business development initiatives through client feedback and insights
- Monitor industry trends to enhance service offerings and client satisfaction
Kualifikasi
- Bachelor's degree in Finance, Business, or related field
- Minimum 3+ years of Australian financial planning experience
- Proven track record in senior client services or advisory roles
- Strong attention to detail and documentation accuracy
- Excellent communication and stakeholder management skills
- Ability to work independently and take ownership of client outcomes
- Knowledge of Australian financial regulations (RG 146/SPAA)
- Proficiency in CRM and financial planning software