Client Service Specialist

Are you a detail-oriented? Do you have the skills to communicate technical content properly to the intended audience?If your answer is yes, then WE WANT YOU!We are seeking a Client Service Specialist who is highly motivated and possesses a deep understanding of Australian financial workflows. We need a proactive professional who can move beyond simple data entry to master end-to-end documentation, institutional liaison, and coordination.As a Client Service Specialist, Your Responsibilities IncludeCoordinate and prepare all essential materials for client reviews and new business consultations.Prepare, audit, and process documentation for transactions and applications, ensuring seamless delivery to institutions and monitoring through to completion.Execute adviser instructions with precision, ensuring all tasks are finalized within regulated timeframes.Maintain accurate, compliant client records within XPLAN and associated databases, upholding strict data integrity standards.Handle sensitive information in full alignment with company privacy policies and industry compliance standards.Adhere to all organizational workflows, OH&S requirements, and the professional Code of Conduct.Draft high-quality client communications and technical documentation.Act as a primary point of contact for fund managers, insurers, SMSF providers, accountants, and legal professionals to facilitate client outcomes.Monitor ongoing tasks and advocate for timely resolutions with third-party providers.Work across departments to meet collective business objectives and foster a culture of accountability and respect.Maintain an advanced knowledge of financial products, systems, and evolving business processes through active participation in training and development.Prioritize daily administrative workloads effectively and provide ad-hoc support to management as required.QualificationsBachelor’s degree in Financial Management, Business, Banking and Finance, Economics, or any related field.Intermediate knowledge of the financial services industry is highly desirable.Experience in the financial planning industry is highly advantageous.Experience using XPLAN and Microsoft Office preferred.Strong customer service, communication, and interpersonal skills.Ability to collaborate effectively with internal and external stakeholders.Excellent planning, organizational, and problem-solving abilities.Strong computer and administrative skills with high attention to detail and accuracy.Ability to manage multiple tasks, prioritize effectively, and work independently in a fast-paced environment.Strong analytical, decision-making, and conflict resolution skills.Ability to work autonomously and as part of a team.Proactive, adaptable, and resilient mindset with willingness to learn.High level of integrity and ability to handle confidential information with discretion.Commitment to ongoing professional development, process improvement, and operational efficiency.Willingness to be assigned in Subic Bay Freeport Zone or SM City Clark, Pampanga.Apply Now