Current jobs related to Senior Client Service Professional - Adelaide, South Australia - beBeeManager

  • Senior Client Services Professional

    2 weeks ago

    Adelaide, South Australia beBeeClient Full time $80,000 - $120,000

    Client Services RepresentativeAs a key member of our Discretionary Trust team, you will play a vital role in delivering exceptional client services. Your primary responsibility will be to assist senior executives in all aspects of client engagement, including communication, administration, and technical support.">Support senior executives in managing client...

  • Client Service Professional

    1 week ago

    Adelaide, South Australia beBeeCustomerService Full time $60,000 - $80,000

    Job RoleWe are seeking a dedicated and detail-oriented Client Service professional to support our team.Client interactions will be handled professionally and promptly via phone and email.The role requires proactive communication with clients regarding advice implementation and service requests.Liaising with product providers on behalf of the team is also...

  • Client Service Professional

    2 weeks ago

    Adelaide, South Australia beBeeSeniorService Full time $90,000 - $120,000

    We are seeking a highly motivated and organised professional to support our Financial Advisers in delivering exceptional client service experiences.About the RoleThis is a key position that involves overseeing the end-to-end client service process, mentoring junior team members, and driving efficiency across our advice operations.Key Responsibilities Manage...

  • Senior Client Service Officer

    3 weeks ago

    Adelaide, South Australia Private Advertiser Full time

    Are you an experienced Client Service Officer looking to take the next step in your career?We are seeking a motivated and highly organised Senior Client Service Officer to join our growing Financial Planning team.About the roleIn this role, you will play a key part in supporting our Financial Advisers and ensuring our clients receive an exceptional service...

  • Senior Client Service Officer

    3 weeks ago

    Adelaide, South Australia Private Advertiser Full time

    Are you an experienced Client Service Officer looking to take the next step in your career?We are seeking a motivated and highly organised Senior Client Service Officer to join our growing Financial Planning team.About the roleIn this role, you will play a key part in supporting our Financial Advisers and ensuring our clients receive an exceptional service...

  • Senior Client Services Associate

    2 weeks ago

    Adelaide, South Australia Cotality Australia Full time

    Senior Client Services Associate (Lead Sourcing)Join to apply for the Senior Client Services Associate (Lead Sourcing) role at Cotality AustraliaSenior Client Services Associate (Lead Sourcing)1 week ago Be among the first 25 applicantsJoin to apply for the Senior Client Services Associate (Lead Sourcing) role at Cotality AustraliaGet AI-powered advice on...

  • Senior Client Services Associate

    2 weeks ago

    Adelaide, South Australia Cotality Australia Full time

    Senior Client Services Associate (Lead Sourcing)Join to apply for the Senior Client Services Associate (Lead Sourcing) role at Cotality AustraliaSenior Client Services Associate (Lead Sourcing)1 week ago Be among the first 25 applicantsJoin to apply for the Senior Client Services Associate (Lead Sourcing) role at Cotality AustraliaGet AI-powered advice on...

  • Senior Client Services Coordinator

    1 week ago

    Adelaide, South Australia beBeeCare Full time $72,000 - $96,000

    Job OpportunityJoin our team as a Care Coordinator to ensure exceptional client experiences.This is an exciting opportunity to make a positive difference in the lives of seniors and their families.About this roleAs a Care Manager, you will play a pivotal role in coordinating care plans, managing client relationships, and collaborating with our office team...

  • Financial Professional

    2 weeks ago

    Adelaide, South Australia beBeeAccounting Full time $80,000 - $115,000

    Job OpportunityWe are seeking an accounting professional to deliver tailored solutions to diverse clients.This role offers a genuine career pathway to Senior Accountant and Management positions, with unlimited training resources and a supportive culture.Key BenefitsCareer progression through clear and achievable pathwaysOngoing training, mentoring, and...

  • Client Services Professional

    1 week ago

    Adelaide, South Australia beBeeAdministrative Full time $50,000 - $65,000

    Job OverviewWe are seeking a highly motivated and organized professional to provide administrative, marketing, and sales support.The ideal candidate will thrive in a fast-paced environment, possess strong communication skills, and be passionate about sustainability and technology.Main ResponsibilitiesProvide administrative, marketing, and sales support as...

Senior Client Service Professional

3 weeks ago

Adelaide, South Australia beBeeManager Full time $90,000 - $120,000

Role Overview:

  • We are seeking a Client Experience Manager to join our team, responsible for providing end-to-end client service.

Key Responsibilities:

  • Custodian of coordination of the client's service needs, including tax planning and management reporting.
  • Budgeting, costing, and forecasting for clients across diverse industries.
  • Preparation and presentation of data-driven insights.

Requirements:

  • A Commerce background is essential.
  • At least 5 years of relevant experience in Australia is required.
  • A strong understanding of business operations is necessary.
  • A CA/CPA qualification is desirable but not required.
  • A drive for continuous professional development is essential.

About You:

  • Results-oriented with excellent communication skills.
  • Strong analytical and problem-solving skills.
  • Ability to work well under pressure and meet deadlines.