Personalised Client Experience Specialist

7 days ago

Perth, Western Australia beBeeService Full time $95,840 - $106,773
Client Service Role

We are seeking an exceptional Client Service Specialist to join our team in providing first-class service to our clients.

  • The successful candidate will work closely with a Financial Adviser to deliver an outstanding standard of service and ensure seamless client experiences.
Key Responsibilities:
  1. Provide day-to-day support to a Financial Adviser, managing client administration and service delivery.
  2. Coordinate and prepare documentation for client meetings, including Statements of Advice (SOAs), review packs, and follow-up tasks.
  3. Manage implementation of advice and ongoing client requests with accuracy and urgency.
  4. Liaise with clients, product providers, and internal stakeholders to ensure timely and professional communication.
  5. Maintain client records in accordance with compliance standards and regulatory requirements.
  6. Identify process improvement opportunities to drive greater efficiency and consistency.
Requirements:
  1. Minimum 2+ years' experience in a client services or adviser support role within financial planning or wealth management.
  2. Strong understanding of financial advice processes, compliance obligations, and client engagement best practices.
  3. High attention to detail and excellent organisational skills.
  4. Professional, articulate communicator with a client-first mindset.
  5. Proficient with financial planning software (e.g. Xplan), MS Office Suite, and CRM systems.
  6. A team player with a proactive, solutions-focused approach.
Benefits:
  • Prime CBD location – cafés, trains and Raine Square are on our doorstep.
  • A rewarding career in a friendly and supportive team environment
  • Flexible working options to help you maintain balance in your personal and professional life.
  • Access to Employee Assistance Program (including immediate family)
  • Social events to meet members across the organisation
  • Free fruit, snacks, tea, coffee available in office
  • Full Training and ongoing support
Why this role?

This is an exciting opportunity to be part of a dynamic team that values customer satisfaction and excellence in service delivery. As a Client Service Specialist, you will play a crucial role in ensuring our clients receive top-notch service and support.

We are looking for someone who is passionate about delivering exceptional client experiences, has strong organisational skills, and is proficient in using relevant software systems.

If you have a passion for providing world-class customer service and are looking for a new challenge, we would love to hear from you.

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