Join a well-established business, working from our modern Minyama office on the Sunshine Coast. As a Senior Implementation Specialist, you will play a critical role in delivering seamless client implementation and onboarding experiences. Working closely with our adviser, clients, product providers and internal stakeholders, you will take ownership of the implementation process from start to finish, ensuring a high standard of accuracy & compliance. Be part of an experienced, team-oriented, supportive and professional team & play a key role in delivering exceptional client experiences.
Key responsibilities
- Coordinating client onboarding and account establishment processes
- Preparing, reviewing and processing implementation documentation
- Liaising with clients, advisers, product providers and external stakeholders
- Monitoring implementation progress and proactively managing timeframes
- Identifying and resolving issues
- Maintaining accurate client records, file notes and documentation
- Ensuring all activities meet compliance and regulatory requirements
- Supporting process improvement initiatives and operational efficiencies
About you
- Previous experience in a senior implementation, client services or operations role within financial services
- Strong understanding of financial planning products, platforms and advice processes
- Exceptional attention to detail and ability to manage multiple priorities
- Proven ability to work autonomously while collaborating effectively within a team
- A strong commitment to delivering outstanding client outcomes
- Excellent problem-solving skills
- Experience managing end-to-end implementation and administration workflows
- Knowledge of compliance requirements and industry standards
- Experience with financial services platforms (XPlan & North are highly desirable)