Current jobs related to Financial Services Associate - Perth, Western Australia - beBeeCustomerService


  • Perth, Western Australia Interwest Financial Services Full time

    Interwest Financial Services is a well-established, privately owned, and self-licensed financial advisory firm. We are committed to delivering exceptional quality, personalised, and holistic financial planning solutions to clients. As we continue to grow, we are seeking a dedicated and professional Associate Financial Adviser to join our dynamic team in...


  • Perth, Western Australia Interwest Financial Services Full time

    Interwest Financial Services is a well-established, privately owned, and self-licensed financial advisory firm. We are committed to delivering exceptional quality, personalised, and holistic financial planning solutions to clients. As we continue to grow, we are seeking a dedicated and professional Associate Financial Adviser to join our dynamic team in...


  • Perth, Western Australia Interwest Financial Services Full time

    Interwest Financial Services is a well-established, privately owned, and self-licensed financial advisory firm. We are committed to delivering exceptional quality, personalised, and holistic financial planning solutions to clients. As we continue to grow, we are seeking a dedicated and professional Associate Financial Adviser to join our dynamic team in...


  • Perth, Western Australia Kestra Financial Independent Advisor Full time

    SummaryThe Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.Essential Duties and Responsibilities- Assist...


  • Perth, Western Australia Insignia Financial Full time

    1 week ago Be among the first 25 applicantsBe part of a team and culture that values people Excellent opportunity to add value in this influential role Permanent Full Time Opportunity, Location: Perth Shadforth Financial Group is one of Australia's leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of...


  • Perth, Western Australia Insignia Financial Full time

    1 week ago Be among the first 25 applicantsBe part of a team and culture that values people Excellent opportunity to add value in this influential role Permanent Full Time Opportunity, Location: Perth Shadforth Financial Group is one of Australia's leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of...


  • Perth, Western Australia beBeeAccountant Full time $55,000 - $75,000

    **Job Title:** Financial Support AssociateWe are seeking a skilled and detail-oriented Financial Support Associate to provide high-quality financial assistance for our business unit. This role is ideal for someone who enjoys working in a dynamic environment and can effectively communicate with internal departments, customers, and suppliers.**Key...


  • Perth, Western Australia Randstad - Banking & Financial Services Full time

    Existing book of clientsPurchased BookPure Relationship Focused Advisor RoleGreat opportunity for a Financial Planner with 5 + years experience to join a successful business.About the companyThis highly regarded and well established independent Financial Service Group has been established for many years and has always put a client centric approach at the...


  • Perth, Western Australia Randstad - Banking & Financial Services Full time

    Existing book of clientsPurchased BookPure Relationship Focused Advisor RoleGreat opportunity for a Financial Planner with 5 + years experience to join a successful business.About the companyThis highly regarded and well established independent Financial Service Group has been established for many years and has always put a client centric approach at the...


  • Perth, Western Australia beBeeClient Full time $80,000 - $120,000

    We are seeking a skilled professional to provide ongoing support and high-quality service to our Financial Advisers and Partners.Key Responsibilities:Attend and actively participate in client meetings to support the Financial Advisers in delivering exceptional client experiences.Coordinate documentation for client meetings, ensuring all necessary information...

Financial Services Associate

2 weeks ago


Perth, Western Australia beBeeCustomerService Full time $78,600 - $114,990
Job Title: Financial Services Associate

The role of a Financial Services Associate is to provide exceptional customer support and service, serving as the primary point of contact for financial needs.

Key Responsibilities:
  • Help customers achieve their financial goals through personalized products and services.
  • Deliver sales and lending results by understanding customer needs and providing tailored solutions.
  • SUPPORT THE BANK'S MISSION OF HELPING CUSTOMERS ACHIEVE FINANCIAL FREEDOM.
What You'll Enjoy:
  • Developing new skills and staying up-to-date with products, services, and ways of working.
  • Providing exceptional customer experiences and going above and beyond.
  • Building connections with colleagues and customers in the local community.
  • Helping customers solve problems by matching products and solutions to their needs.
  • Protecting customers through strict adherence to policies and regulations.
Why Choose This Role?

You'll be part of a force for good. As an employee-owned bank, our success benefits everyday people and families in Australia.