Client Service & Administration

Company Description Foundation Wealth Advisers, located in Bellerive, TAS, is dedicated to providing personalized and professional financial services to clients at every stage of life. The team at Foundation Wealth Advisers takes the time to understand each client's needs and offers clear and concise financial planning to alleviate stress and provide direction. The company focuses on building ongoing relationships and ensuring clients feel relaxed and confident throughout their dealings.
Role Description This is a full-time on-site role for a Client Service & Administration position at Foundation Wealth Advisers. The role involves daily tasks related to client services, communication, customer satisfaction, and providing administrative support. A pathway to Financial Planning is available to suitably qualified applicants. The role is based in Bellerive, TAS.
Qualifications Client Services, Customer Satisfaction, and Customer Service skillsStrong communication skillsFinance knowledge and understandingExcellent organizational skills and attention to detailAbility to prioritize and multitask effectivelyExperience in the financial services industry is a plusRelevant certifications or qualifications in finance or customer service
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