Building Relationships for Financial Futures

1 week ago

Sydney, New South Wales, Australia beBeeService Full time $60,000 - $120,000
Client Service Associate

As a Client Service Associate, you will build meaningful relationships with high-net-worth clients to provide personalized support in navigating their financial futures.

You will be up close and personal with the clients we help every day. Our proficient team members positively impact our clients by managing all operational aspects of our relationship with them.

Across multiple functions, you will manage operations locally and be a part of a collaborative team that challenges you to grow and helps build the foundation for your lifelong career.

This is not just a job; it is a stepping stone within the finance industry. With no prior finance background required, your possibilities are endless as we hire from all majors and backgrounds to foster diversity.

Your Qualifications
  • A university degree or equivalent combination of education and experience
  • At least one year of experience in an operational or back-office capacity
  • A commitment to delivering quality work while meeting deadlines
  • The ability to meet challenges head-on and learn from setbacks
  • Engagement skills to connect with diverse audiences through phone and email interactions

We deliver unmatched service, continuous education, and unique perspectives on investing to provide clients something different. Join our inclusive workforce where diverse perspectives are valued.

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