Client Services Associate - Financial Planning (Geraldton)

Company Info HPH Solutions

Geraldton, Australia Client Services Associate
- Financial Planning Job ID: 45552 Job Views: 374 Location: Geraldton Post Code: 6530 Category: Administration & Office Support, Banking & Financial Employment Type: Full-time, Part-time Posted: 08/05/2026 Description: The role HPH Solutions is seeking a curious and motivated Client Services Associate to join our dynamic Financial Planning team in Geraldton, Western Australia. As a Client Services Associate, you will play a crucial role in providing exceptional customer service and administrative support to our financial planning clients. Key responsibilities
- Manage client enquiries and requests in a timely and professional manner
- Assist with the preparation of financial planning documents and reports
- Coordinate client meetings and appointments
- Maintain accurate client records and database management
- Support the financial planning team with ad-hoc administrative tasks
- Ensure compliance with relevant financial services regulations and internal policies About us HPH Solutions is a leading financial planning and wealth management firm with a strong focus on delivering personalised, holistic solutions to our clients. Our mission is to empower individuals and families to achieve their financial goals and secure their financial futures. With a team of experienced professionals and a commitment to excellence, we are dedicated to providing exceptional service and building long-term relationships with our clients. Job Requirements: What we're looking for
- Strong organisational and time management skills with the ability to prioritise tasks effectively
- Excellent communication and interpersonal skills with a focus on providing exceptional customer service
- Proficient in using Microsoft Office suite
- A proactive and collaborative team-oriented approach What we offer At HPH Solutions, we believe in creating a supportive and inclusive work environment that allows our employees to thrive. We offer a range of competitive advantages, including:
- Opportunities for professional development and career progression
- Flexible work arrangements to support work-life balance
- Supported path to Employee Share Ownership How to Apply: Please email your cover letter and resume addressing the job requirements by clicking Apply Now . Apply on Kit Job: kitjobau.com/job/3r5lix