Supporting Clients in Financial Planning

12 hours ago

Sydney, New South Wales, Australia beBeeCustomerSupport Full time $60,000 - $120,000
Job Opportunity

Financial Planning Support Specialist - Entry Level

Job Description

We are seeking a highly skilled Financial Planning Support Specialist to join our team. As a key member of our support team, you will be responsible for providing exceptional customer service and technical support to clients using our financial planning software.

As the primary point of contact for client inquiries, you will ensure timely and effective resolution of issues, utilizing strong analytical and troubleshooting skills to deliver outstanding results.

Key responsibilities include:

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