Support Professional

1 week ago


Sydney, New South Wales, Australia beBeeCustomer Full time $60,000 - $97,000
Client Service Officer Role

We are seeking a proactive and dedicated professional to support our team as a Client Service Officer. This dynamic role involves providing ongoing support to colleagues and their clients.

Main Responsibilities:
  • Documentation Coordination: Arrange and manage client meeting documentation in accordance with business protocols.
  • Scheduling Support: Manage colleague diaries, book appointments, and maintain compliance with company standards.
  • Administrative Assistance: Provide administrative support to colleagues with record keeping and other tasks.
About You:
  • A minimum of 12-18 months of experience in a financial planning support position is required.
  • Possession of a Diploma or degree in Finance, Business, or a related field is preferred.
  • Excellent relationship management and administrative skills are essential.
  • A passion for personal growth and a desire to assist clients in achieving their financial goals is necessary.
Why Choose Us?

Our unique culture is built around three key organisational behaviours: Stretch, Own it, Make an impact. We value diversity and inclusion, and strive to create a workplace where everyone can thrive and reach their full potential.



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