HPH Solutions is seeking a curious and motivated Client Services Associate to join our dynamic Financial Planning team in Wannanup, Western Australia. As a Client Services Associate, you will play a crucial role in providing exceptional customer service and administrative support to our financial planning clients.
Key responsibilities
Manage client enquiries and requests in a timely and qualified manner
Assist with the preparation of financial planning documents and reports
Coordinate client meetings and appointments
Maintain accurate client records and database management
Support the financial planning team with ad-hoc administrative tasks
Ensure compliance with relevant financial services regulations and internal policies
What we're looking for
Strong organisational and time management skills with the ability to prioritise tasks effectively
Excellent communication and interpersonal skills with a focus on providing exceptional customer service
Proficient in using Microsoft Office suite
A proactive and team-oriented team-oriented approach
Knowledge of financial planning processes and regulatory requirements
What we offer
At HPH Solutions, we believe in creating a supportive and inclusive work environment that allows our employees to thrive. We offer a range of competitive benefits, including:
Opportunities for career development and career progression
Flexible work arrangements to support work-life balance
Supported path to Employee Share Ownership
About us
HPH Solutions is a leading financial planning and wealth management firm with a strong focus on delivering personalised, holistic solutions to our clients. Our mission is to empower individuals and families to achieve their financial goals and secure their financial futures. With a team of experienced professionals and a commitment to excellence, we are dedicated to providing exceptional service and building long-term relationships with our clients.
If you're ready to join a agile and supportive team, we encourage you to apply now.