Senior Financial Operations Coordinator

15 hours ago


Gold Coast, Queensland, Australia beBeeClientFocused Full time $90,000 - $110,000
Job Summary

The Client Services Manager plays a pivotal role in the efficient and professional management of client service operations. This position collaborates with financial planners, paraplanners, and administrative staff to deliver an exceptional client experience.

About The Role

We're seeking an experienced Client Service Manager with at least 3 years of experience working in a financial advisory firm. Ideal candidates possess strong problem-solving skills, excellent written and verbal communication skills, and attention to detail.

Key Responsibilities
  • Collaborate with our adviser to ensure seamless client outcomes.
  • Support the adviser in managing client relationships and overseeing the end-to-end implementation of advice.
  • Manage communications with clients and external stakeholders.
  • Prepare advice documentation and regulatory forms including renewal notices.
  • Manage fund transfers, applications, redemptions, and associated investment administration tasks.
  • Manage life insurance applications, implementation, and modifications.
  • Onboard new clients efficiently, handling all documentation, compliance requirements, and data entry.
Personal Attributes
  • Client-focused with a genuine passion for helping people achieve their financial goals.
  • Resilient, adaptable, and able to remain calm under pressure.
  • Collaborative team player with a positive, can-do attitude.
  • Innovative thinker, eager to identify and implement improvements.
  • Reliable, punctual, and committed to upholding company values and service standards.


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