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Client Relationship Specialist

3 weeks ago

Canberra, ACT, Australia beBeeClientRelationship Full time $70,000 - $90,000
Role Overview

We are seeking a results-driven client relationship specialist to collaborate with our experienced team. You will gain exposure to complex advice strategies and contribute to delivering high-quality outcomes.

Main Responsibilities:
  • Attending client meetings with senior partners
  • Supporting the development of tailored financial strategies and advice documents
  • Collaborating with offshore teams for effective implementation
  • Managing client projects, ensuring accuracy and compliance
  • Maintaining strong client relationships through exceptional service delivery
About You:
  • 2+ years of experience in CRM or paraplanning roles within financial advice
  • FASEA educational requirements completed or currently being pursued
  • Detailed understanding of financial advice processes, including strategy development and implementation
  • Strong communication skills and a customer-centric approach

This is an opportunity to grow your career and develop as a skilled professional in a business committed to excellence and integrity.