Client Services Liaison

3 days ago

Toowoomba, Queensland, Australia beBeeCustomer Full time $60,000 - $96,000

Job Role: Client Services Liaison

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  • Ongoing follow-up and research related to financial advice provided to clients is a critical responsibility of this position.">
  • Meeting coordination, including diary management, requires strong organizational skills.">
  • Database management and document management, including filing, are essential duties for the role.">
  • Process improvement and implementation enable our team to stay up-to-date with industry best practices.">
  • General administration tasks, as required, will be performed by the successful candidate.">
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Requirements:

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  • Strong computer skills, including intermediate to advanced knowledge of Microsoft Word, Excel, and Outlook, are necessary for success in this role.">
  • Attention to detail and ability to build relationships with clients are key aspects of the job.">
  • Excellent customer service skills are vital in providing a high level of support to our clients.">
  • Background in financial planning and/or the banking arena is advantageous but not essential.">
  • Students studying finance/business/accounting are encouraged to apply as they may have relevant skills and knowledge.">
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