Client Happiness Co-Ordinator
Location: Essendon, VIC | Full-Time | Hybrid Work Model
Are you passionate about helping others, building lasting client relationships, and making a meaningful impact on people’s lives? Do you thrive in a supportive, team-driven environment? We’re looking for a Client Happiness Co-ordinator to join our growing team at Thriving Wealth!
What You’ll Do:
Work closely with our advisers to ensure clients receive exceptional service throughout their financial journey.
Be the main point of contact for clients, ensuring they feel valued and supported.
Assist in preparing financial documents and providing timely updates to clients.
Address client concerns, answer queries, and ensure ongoing support.
Be part of a positive, dynamic team culture focused on making a real impact on clients’ lives.
What We’re Looking For:
Administration experience with an eye for detail.
An interest in finance and a desire to help our clients achieve their goals.
Excellent communication skills and ability to build rapport with clients.
High ethical standards and a caring, supportive nature.
Strong organisational skills and a proactive mindset.
Why Join Thriving Wealth?
Work alongside industry leaders in an award-winning team.
Receive mentorship and hands-on training to fast-track your career.
Enjoy a flexible hybrid work model, supporting your work-life balance.
Be part of a vibrant, collaborative team that genuinely enjoys working together.
Contribute to a purpose-driven firm that transforms clients’ lives beyond just finances.
Ready to Apply?
If you’re ready to make a real difference and grow your career, we’d love to hear from you!
Join us at Thriving Wealth, where every day is an opportunity to make a meaningful impact. 🌟