Personalized Financial Solutions Specialist

1 week ago

Sydney, New South Wales, Australia beBeeCustomerService Full time $79,032 - $86,339

About This Role

We are seeking a dedicated and empathetic professional to join our Estate Management team as a Client Services Officer. In this role, you will have the opportunity to make a positive impact on the lives of our customers by providing personalized financial management services.

The ideal candidate will possess excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues alike. They will be able to navigate complex financial situations and provide tailored solutions that meet the unique needs of each customer.

As a Client Services Officer, you will work closely with customers to understand their financial goals and aspirations, and develop strategies to achieve them. You will also be responsible for managing individual customer caseloads, identifying areas where support is needed, and escalating matters when necessary.

We encourage applicants who are passionate about delivering exceptional customer service and making a real difference in people's lives. If you are a motivated and compassionate individual who is eager to take on new challenges, we would love to hear from you.

Key Responsibilities:

  • Communicate and engage with customers to understand their financial needs and goals
  • Develop and implement personalized financial plans to meet the unique needs of each customer
  • Manage individual customer caseloads and identify areas where support is needed
  • Escalate matters to senior staff when necessary
  • Participate in phone roster and assist colleagues to provide high-quality customer service

Requirements:

  • Degree in Finance, Accounting, or related field (or equivalent experience)
  • Minimum 2 years' experience in financial services or a related industry
  • Excellent communication and interpersonal skills
  • Able to work in a fast-paced environment and prioritize tasks effectively
  • Familiarity with NSW Trustee and Guardian's key services and customer base (an asset)

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