Financial Risk Management Coordinator
4 days ago
Safeguard Wealth and Empower Financial Security with Emapta
We are a leading advisory firm offering tailored solutions in wealth management, retirement planning, and personal risk insurance. Our team is looking for an experienced Insurance Client Services Manager to support financial advisers in delivering risk advice to new and existing clients.
Responsibilities:
- Manage the annual risk renewal process by renewing or amending existing policies, preparing quotes, and following up on overdue payments with clients
- Ensure the financial adviser is prepared for client meetings by providing all necessary insurance schedules in advance and offering general administrative support
Qualifications:
- Minimum 2 years of experience as a Client Services Manager (investment with some risk) or in insurance provider administration
- Experience dealing directly with clients in Australia
- Strong implementation experience in financial services
Perks:
- Competitive salary package
- Permanent work-from-home arrangement
- Day shift schedule
- Fixed weekends off
- Unlimited upskilling opportunities through Emapta Academy courses
- Free 24/7 access to our office gyms with a free physical fitness trainer
- Exclusive Emapta Lifestyle perks
- Unlimited opportunities for employee referral incentives
- Standard government and Emapta benefits
- Total of 20 annual leaves to be used at your discretion
- Fun engagement activities for employees
- Mentorship and exposure to global leaders and teams
- Career growth opportunities
- Diverse and supportive work environment
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