Client Service Coordinator | WFH

About the role:

The Client Service Coordinator plays a vital role in delivering an exceptional client experience while supporting the end-to-end administration of financial planning and wealth management services.

General admin

• Be the first point of contact for client inquiries, offering prompt and friendly support

• Schedule appointments seamlessly to fit clients’ busy lives

• Ensure every client file is accurate, up-to-date, and ready for Advisor meetings

• Deliver timely client reports (quarterly, mid-year, or as needed) with a polished touch

• Assist with client document preparation and coordinate requests with accountants and other service teams

Insurance

• Generate personalized insurance quotes and ensure seamless updates for policy renewals, reviews, and client engagement

• Prepare Insurance Only Statements of Advice (SOAs), simplifying complex details into clear, actionable advice

• Assist with key documents like Financial Planning Questionnaires, Risk Profiles, and Applications, tailored to client needs

• Guide clients through the application process, liaising with underwriters to ensure smooth, stress-free outcomes

Centrelink

• Provide administrative support to Financial Advisors and the broader advice team.

• Manage Centrelink applications, reviews, updates and correspondence.

• Liaise with clients, Advisors, Centrelink, product providers and other stakeholders.

Financial planning

• Assist with the implementation of advice, including planning tasks, preparing product applications, processing transactions, and coordinating with providers

• Prepare and finalize Records of Advice (ROAs) and Statements of Advice (SOAs) with tailored reports and clear communication

• Respond to client inquiries, ensuring smooth account changes and document processing

• Manage forms and tasks to keep implementations on track, using tools like Xplan to monitor progress

• Liaise with Centrelink and providers to update files, check application statuses, and resolve issues efficiently

Requirements

• Minimum 2 years of administration experience.
• Strong organizational skills with the ability to manage multiple priorities.
• Excellent written and verbal communication skills.
• Professional, proactive, and customer-focused approach.
• Proficiency in Microsoft Office and experience using CRM systems.
• High attention to detail and strong problem-solving skills.

Highly Preferred

• Experience in financial planning, wealth management, or insurance.
• Exposure to insurance applications and policy administration.
• Experience using Xplan, Xero Practice Manager, or similar CRM/accounting software.
• Experience supporting advisors or handling client-facing administrative processes.

Why IntoGREAT?

• Competitive Compensation Package: An attractive salary and comprehensive benefits aligned with market standards.
• Day 1 HMO Coverage + 2 Free Dependents: Enjoy comprehensive healthcare coverage from your first day of employment, including HMO coverage for up to two dependents at no additional cost.
• Mental Health & Wellness Support: Your well-being matters. Access programs and benefits designed to support your mental health, wellness, and overall work-life balance.
• 20 PTO Benefits: Take the time you need to rest, recharge, and attend to personal commitments with our paid time-off program.
• Career Growth and Development: Opportunities for training and development to help employees advance their skills and grow within the company.
• Supportive Leadership: A collaborative environment with leaders who provide guidance, mentorship, and recognition to empower employees in their roles

Ready to Shape the Future?

• Step into a role where your skills will fuel growth, inspire change, and create a lasting impact. We’re eager to see how you can make a difference with us!