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Senior Financial Operations Specialist

2 weeks ago


Gold Coast, Queensland, Australia beBeeClientService Full time $80,000 - $120,000
Job Overview

We are seeking an experienced Client Service Manager to play a vital role in our financial planning practice.

About The Role

The ideal candidate will possess at least 3 years of experience working in a financial advisory firm, showcasing strong written and verbal communication skills, problem-solving abilities, and attention to detail.

Key Responsibilities
  • Collaborate with financial advisers to ensure seamless client outcomes.
  • Manage client relationships and oversee the end-to-end implementation of advice.
  • Prepare advice documentation and regulatory forms.
  • Manage fund transfers, applications, redemptions, and associated investment administration tasks.
  • Manage life insurance applications, implementation, and modifications.
Requirements
  • Proficiency in client management software (such as Xplan or similar) and Microsoft Office suite.
  • Proactive mindset with a commitment to continuous improvement and best practice standards.
  • Minimum 3 years of experience as CSM working in a financial advisory firm.
Benefits

Our dynamic work environment offers opportunities for growth and professional development.

Why Apply

This is an exciting opportunity for a motivated individual to join our team and contribute to our success.