Join a purpose-led and certified Australian financial advice consulting group committed to supporting professional, unconflicted, and valuable financial advice for more Australians.
The Opportunity
Build your career in a progressive client services and operations role, starting with executive support to the Director and growing into client workflow management, process coordination, and offshore team leadership.
This is an ideal opportunity for someone with a financial services, insurance, wealth management, or client services background who enjoys building strong relationships, keeping workflows organised, and taking ownership of high-quality client deliverables.
Why join us
- Proudly Great Place to Work® certified
- Celebrate globally: Company trips (2025: Hong Kong, 2024: Thailand), Culture Champs, Year-end parties, leadership awards & more
- Grow with stability: 100+ in our 10-Year Club by 2025
- Dynamic talent network: 2,000+ across APAC and beyond
- Competitive compensation with annual reviews
- Comprehensive medical care for you and your family
- Generous paid leave because work-life balance matters
- Level up with LinkedIn Learning and tailored training
- Flexible work setup
Staff Testimonial
What I enjoy most is knowing that the work we do is always centred around what clients truly value — from the way we manage workflows to how we communicate and deliver outcomes . - Client support and Certainty Coach.
What You'll Do
- Learn the firm's operations, client base, service model, advisory team workflows, and Certainty App platform
- Manage client communications, administrative queries, and workflow follow-ups via email
- Review internal system outputs and prepare personalised client emails to support client satisfaction
- Coordinate client review workflows, including tracking, quality assurance, document preparation, and timely delivery
- Maintain accurate records and documentation across ZOHO CRM, Dropbox, Microsoft Office, and other business tools
- Support client reporting, engagement documentation, and event coordination as required
- Contribute to workflow process improvements, templates, and documentation standards
- Chair workflow meetings as required and support the coordination of a growing Vietnam-based offshore team
Key Criteria
- Experience in executive support, client services, business support, or operations coordination
- Background in financial services, wealth management, financial planning, insurance, banking, or professional services is highly preferred
- Strong written and verbal English communication skills, with the ability to write clear and professional client emails
- Highly organised, detail-oriented, and able to manage competing priorities and deadlines
- Confident using CRM systems, Microsoft Office, Outlook, and cloud-based file management tools
- Experience coordinating small teams, supporting onboarding, or improving workflows is highly regarded
Work setup
- Ho Chi Minh City (Ree Tower, Xom Chieu Ward): 7am - 4pm VNT with 3 days in the office per week.
