Client Success Specialist

5 days ago

Sydney, New South Wales, Australia beBeeFinancial Full time $90,000 - $120,000

Unlock New Opportunities as a Client Success Specialist

Meet new clients and lead discovery conversations to help them take the first steps toward financial advice. Unlike traditional roles, you will play a key part in converting warm leads into engaged clients without administrative burden.

You will work closely with our Accounting and Wealth teams to deliver seamless experiences for our clients. Your week will involve meeting new clients, understanding their needs and goals, managing the client advice process, and partnering with trusted professionals.

The benefits of this role include a competitive salary package with earning potential, opportunities for career advancement within our growing business, flexibility to shape your workday, and freedom to focus on client interactions.

To be successful, you will need experience in Senior Financial Adviser roles, completed the FASEA exam, and listed on the Adviser register. You will also need experience working alongside Accounting, Tax or Business Advisory teams, driven relationships, self-motivation, and strong business development skills.

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