Client Service Associate

Summit Wealth Group is an established financial planning practice in Waterman Business Centre, Chadstone offering comprehensive wealth management solutions.We have a down to earth, professional culture and we are all proud of the positive impact advice has to our clients.Building valuable long-term relationships is our aim and this role will be well suited to someone who loves working with people.The OpportunityThe Client Service Associate plays a critical role and will see the successful candidate being a key contact point day-to-day with clients. The role involves administering all aspects of the advice process within XPLAN, including discovery meetings, preparation of annual planning meetings, and implementation of advice.About YouTo be successful in this role you will require the following:Experience in an administrative/support function within a financial planning business;Excellent communication skills, including a professional phone manner;A willingness to learn and improve;Strong attention to detail & ability to meet deadlines;Work closely as a team and be supportive;XPLAN experience preferred.DetailsWe are located at Waterman Business Centre, Chadstone with free all-day parking, and plenty on offer with cafes and shops all within a short walk from our office.Salary to be discussed upon experience shown.Interested?To apply, please submit your CV.For any role specific questions, or to refer someone, please contact us at ****** note, this position requires a police check.
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