
Financial Services Advisor
1 week ago
We are seeking a Customer Service Specialist to provide exceptional support and serve our customers based in Parramatta.
This role is ideal for someone who enjoys helping others and making a positive impact on people's lives. You will be the first point of contact for our customers and their retail banking needs.
Main Responsibilities:
- Help customers meet their financial goals through our savings, insurance, and personal lending products.
- Deliver sales and lending results by identifying customer needs and providing tailored solutions.
- Support our purpose of helping every Australian own their own home by promoting our mortgage products and services.
Requirements:
- Enjoy learning new things and staying up-to-date with new products, services, and ways of working.
- Be passionate about delivering exceptional customer service and ensuring customer satisfaction.
- Have strong communication and interpersonal skills to build relationships with customers and colleagues.
- Be able to work independently and as part of a team to achieve business objectives.
About Our Company Culture:
We strive to create a strong, inclusive, and diverse workplace where people feel valued, connected, and respected. We recognize the benefits that diverse backgrounds, cultures, abilities, ideas, and experiences bring to our work, communities, and customers.
The Benefits:
- We value fairness, integrity, and respect for all individuals and communities.
- We foster a culture of collaboration, innovation, and continuous improvement.
-
Financial Services Liaison
2 weeks ago
Parramatta Park, Queensland, Australia beBeeClientService Full time $65,000 - $83,000Job Role OverviewThe primary function of the Client Service Professional is to serve as the initial point of contact for clients and financial advisors, delivering exceptional service via phone, email, and web chat.Handle incoming calls and emails from clients and financial advisorsProvide accurate information and support in areas including superannuation,...
-
Financial Advisor
5 days ago
Parramatta Park, Queensland, Australia beBeeFinancial Full time $150,000 - $180,000Business & Tax ProfessionalThis role involves providing financial advice and solutions to a diverse range of clients.The ideal candidate will have experience in tax, accounting or business services, with a passion for ongoing learning and excellent interpersonal skills.We are looking for someone who can communicate complex concepts effectively and work...
-
Accountant
1 week ago
Parramatta Park, Queensland, Australia Precise Financial Services Full time $70,000 - $100,000 per yearAbout us At Precise Financial Services, we pride ourselves on providing comprehensive financial solutions with a personal touch. Established in 1993, we have honed our skills to offer top-tier advisory, finance, bookkeeping, and business tax accounting services. Our mission is to empower our clients to achieve their financial goals while upholding the...
-
Financial Solutions Advisor
2 days ago
Parramatta Park, Queensland, Australia beBeeCustomerService Full time $68,520 - $98,321Job SummaryWe are seeking a highly skilled professional to provide exceptional customer service and support. The ideal candidate will be responsible for proactively engaging with customers, understanding their financial needs and providing expert product knowledge to assist them in achieving their goals.About the RoleDevelop and maintain strong relationships...
-
Financial Services Specialist
7 days ago
Parramatta Park, Queensland, Australia beBeeaccountant Full time $90,000 - $150,000Accounting Professional OpportunityWe offer a dynamic and supportive work environment where you can grow your career as a trusted advisor.This is an exciting chance to join our high-end accounting and advisory firm based in Sydney, Australia.
-
International Health Insurance Advisor
4 days ago
Parramatta Park, Queensland, Australia beBeeInsurance Full time $60,000 - $90,000International Health Insurance AdvisorAre you passionate about providing exceptional customer service and support? Do you have a keen understanding of health insurance products and their benefits?As an International Health Insurance Advisor, you will play a vital role in helping clients navigate the complex world of international health insurance. Your...
-
Financial Risk Advisor
2 days ago
Parramatta Park, Queensland, Australia beBeeTax Full time $100,000 - $150,000Senior Tax Planning SpecialistWe are seeking an experienced Senior Tax Planning Specialist to provide comprehensive and technically excellent tax advice services to business enterprises and private clients.Responsibilities include tax planning and associated work in areas such as Inheritance Tax (IHT), Capital Gains Tax (CGT), Stamp Duty Tax, and Corporation...
-
Junior Financial Advisor
2 weeks ago
Parramatta Park, Queensland, Australia beBeeAccountant Full time $50,000 - $70,000Role OverviewWe are seeking a soon-to-be high school graduate to join our office for an entry-level position in the Business Advisory division.In this role, you will collaborate with clients to tackle challenges of running and growing their businesses. From financial management to strategic planning, you'll play a key role in unlocking opportunities and...
-
Strategic Financial Advisor
2 weeks ago
Parramatta Park, Queensland, Australia beBeeInvestment Full time $150,000 - $240,000Job Title:A key role exists for a Senior Investment Analyst to support strategic, commercial, and investment projects.Key Responsibilities:Developing reusable financial models and analytical toolsEnhancing investment decisions with data-driven insightsRequired Skills:Strong analytical and problem-solving skillsProficient in financial modeling and data...
-
Chief Financial Strategist
1 week ago
Parramatta Park, Queensland, Australia beBeestrategist Full time $160,000 - $180,000Unlock a career-defining opportunity as our Chief Financial Strategist, where you will play a pivotal role in shaping the financial trajectory of our organization. This high-visibility position offers a chance to make a lasting impact, leveraging your expertise to drive commercial growth and profitability.Key Responsibilities:Financial Planning & Analysis:...