Client Services Officer / Centrelink Specialist

About us

Titan Advice Group is a multi office financial planning business offering holistic financial planning advice to those who want to live their best financial life. To help with the growth in our business, we are seeking a part time Client Services Officer / Centrelink Specialist to join our team, working remotely 10 - 15 hours per week.

The role

Part time (10 to 15 hours per week), we are looking for a proactive Client Services Officer with good Centrelink knowledge to work closely with our Financial Planning offices, the Financial Planners and their clients whilst supporting their Centrelink needs, requirements etc.

This role is part time, working remotely.

Key Responsibilities

• Assisting clients with their Centrelink queries via phone and email

• Maintenance of client records across various platforms inc Xplan, Hubspot, Proda etc.

• Monitoring / overseeing age pension applications

• Preparing and submitting Centrelink updates to ensure client information is current

• Ad-hoc dealing with Centrelink, following up queries etc.

Qualifications

• Client Services / Centrelink experience

• Helpful attitude with a Client-focused approach, provide a high level of service

• Good written & verbal communication skills

• Strong organisational skills with an ability to multi-task, follow processes etc.