Client Service Associate - Flexible, Purposeful Work for the Energised and Organised     Ready to re-enter the workforce in a role that values people skills, clear thinking, and a proactive mindset?    We’re looking for a Client Service Associate who brings warmth, reliability, and a touch of hustle. If you’ve worked in a call centre, client care, or service environment, you’ll know the importance of listening well, solving problems smoothly, and following through with care.     Maybe you’re returning to work after a break — whether for parenting, study or a life pivot — and looking for a workplace that understands the juggle.  We offer:  •     A professional, calm, and friendly team that values balance    •     Work that’s meaningful and makes a real difference to our clients     Experience in financial services or client support is a bonus, but not essential — mindset and capability matter more.      To apply send a 1 minute video outlining your interest in the role and your resume to careers@loricapartners.com.au

As an Associate Adviser, you’ll play a key role in delivering exceptional advice and service. You will:

 

• Work closely with our Advisers to assist with the development of strategic comprehensive advice 
• Ensure clients receive an outstanding service and advice experience 
• Manage and complete implementation work, including applications and lodgements
• Coordinate insurance applications and ensure timely follow-up
• Oversee and administer tasks for existing and new clients via XPlan
• Manage the development of advice documentation (SOAs, ROAs)
• Assist in preparing for client review meetings
• Liaise with offshore admin support 
• Communicate proactively with clients and advisers 
• Provide outstanding client service and contribute to strong client relationships