Client Services Officer

Job Title: Client Services Officer

Company: Journey Wealth

Location: Melbourne, Australia (Work from home)

Are you an organised and detail-oriented individual with a passion for providing exceptional client service? We are seeking a dedicated Client Services Officer to join our team at Journey Wealth. As a Client Services Officer, you will play a crucial role in our aged care financial planning business, assisting our clients in navigating the complexities of aged care.

Responsibilities:

– Prepare initial meeting packs by inputting data in our online tool, saving initial documentation, updating cashflow tool, and updating the presentation materials.
– Coordinate with external providers and liaise with them to ensure smooth client service delivery.
– Generate invoices and manage email communications with clients and external parties.
– Prepare contracts/agreements for client’s signature and maintain proper documentation of all work done in Zoho, including calls, emails, and updates.
– Complete fact find documents for strategy reports
– Assist in filling out and submitting Centrelink applications or forms through our online portal.
– Communicate with Centrelink to chase up applications or check progress on behalf of clients.
– Update client’s financial assets in the online portal and regularly check Centrelink letters.
– Collaborate with the Aged Care Specialist to ensure accurate Aged Care fees and Pension Payments.
– Format reports, maintain record keeping, and file documents in an organized manner.
– Prepare for Centrelink’s quarterly reviews to ensure compliance.

Requirements:

– Excellent communication skills and strong attention to detail.
– BPO experience is a plus but not required.
– Experience working in an Australian company is also a plus but not required.
– Ability to work independently and manage multiple tasks simultaneously.
– Proficient computer skills and experience with online tools and portals.
– Reliable internet connection and the ability to work from home.

We offer:

– Work from home position with provided equipment.
– With 13th-month pay.
– Work schedule is 6am to 3pm, Manila time.
– Weekends off.
– Collaborative and supportive team environment.

If you are looking for a challenging and rewarding opportunity to make a difference in the lives of individuals seeking aged care financial planning, we would love to hear from you. Please submit your resume and a cover letter detailing your relevant experience and why you are interested in this position