Jobs Board

Client Services Specialist

Plutosoft

The business

The role

This is a client facing role where you will be working directly with financial planning practices and make a meaningful difference to how they run their business.

You will draw upon your industry experience - as a current or former financial adviser, para-planner, consultant or practice manager to add real value. Depending on your experience and skillset, the role will encompass practice consulting, on-boarding, client success and/or support.

The perks

Based in our Perth office, but with a remote option for candidates located outside WA.
Excellent remuneration commensurate with skills and experience.
Strong team culture with structured career reviews, progression and social events.
A high performing team with excellent career advancement and learning opportunities.

Skills and experience

Prior experience working in a financial planning practice.
Solution focussed and motivated to solve problems quickly and creatively.
Ability to build strong client relationships and trust.
A 'can-do-attitude' and willingness to go the extra mile.
Prior experience using software and systems.