As a Senior Client Service Associate supporting Australian Financial Advisers, I assist in managing client review and implementation processes to ensure accurate and timely execution of financial strategies. I handle preparation and organization of compliance documents, coordinate with providers for superannuation, insurance, and investment accounts, and ensure all client records are updated in CRM systems such as FIN 365, Worksorted and Trello. I also conduct follow-ups through email and outbound calls to facilitate smooth processing of applications, renewals, and policy changes. My role requires strong attention to detail, adherence to regulatory requirements, and the ability to maintain high-quality client service standards. Technical Proficiency: Expertise in using business tools like CRM software (FIN364, Trello and Worksorted) and Australian insurance, investment and Superannuation provider for managing client records (MyNorth, Netwealth, Praemium, UniSuper, Australian Super, Hesta Australian Retirement Trust, ANZ Smart Choice, QSuper, AIA Australia, TAL, Zurich, OnePath, Neos and etc.) Expertise as well in establishing Desktop Broker Account, Australian Money Market and Creating client portfolio in Praemium.