Financial Services Coordinator

5 days ago

Brisbane, Queensland, Australia beBeeCustomerService Full time $80,000
Client Service Officer

We are seeking a highly motivated Client Service Officer to join our team in the financial services industry.

  • This role is ideal for someone who is passionate about helping clients achieve their financial goals and looking for a challenging and rewarding career.

**Responsibilities:**

  1. Build and maintain strong relationships with clients by delivering exceptional customer service.
  2. Coordinate and schedule client meetings, ensuring efficient time management for Financial Planners.
  3. Maintain accurate and confidential client records and data in the CRM system.
  4. Stay up-to-date with industry regulations and compliance standards, ensuring all client interactions meet required standards.

**Requirements:**

  • Experience in Client Services at a Financial Planning firm.
  • Strong interpersonal and communication skills, with excellent organizational and multitasking abilities.
  • Attention to detail and accuracy in data management, with a commitment to maintaining the highest standards of client service.

**What We Offer:**

  • A supportive and collaborative work environment, with opportunities for professional development and growth within the firm.
  • A competitive salary package including superannuation benefits.

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