Client Experience Leader

3 days ago

Melbourne, Victoria, Australia beBeeClient Full time $90,000 - $120,000
Job Overview

This position is responsible for leading and empowering a skilled team to deliver exceptional client experiences. Key responsibilities include managing workflows, ensuring accurate implementation of financial advice, and serving as the primary point of contact for client queries.

The successful candidate will have strong leadership skills, with the ability to mentor and motivate their team members. They will also possess excellent communication and problem-solving skills, with a keen eye for detail and a sharp understanding of industry regulations.

Key Responsibilities:
  • Lead and empower a skilled team to deliver outstanding support
  • Manage workflows and ensure accurate implementation of financial advice
  • Serve as the primary point of contact for client queries – ensuring every interaction is professional, prompt, and empathetic
  • Oversee the preparation of key client documentation
  • Continuously refine internal systems and processes to boost efficiency and compliance
  • Facilitate regular meetings and drive training sessions
  • Monitor service delivery and deadlines to keep client promises on track
Requirements:
  • 2+ years' experience in a client service or operations role in financial planning
  • A sharp eye for detail, strong time management, and next-level organisational skills
  • A natural communicator with a calm, solutions-focused mindset
  • A passion for leading people and improving systems
  • Proactive, reliable, and always looking for ways to grow and improve

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