Client Advocate

1 week ago

Melbourne, Victoria, Australia beBeeRelationship Full time $90,000 - $120,000

We are seeking a proactive and customer-focused individual to join our team in the role of Client Advocate.

About the Role

The ideal candidate will have a strong passion for building lasting relationships, excellent communication skills, and a focus on delivering exceptional service quality.

Key Responsibilities:
  • Act as the primary point of contact for member inquiries and deliver exceptional customer service;
  • Establish and foster strong relationships with members to help with retention;
  • Proactively identify and deliver on opportunities to engage and educate relevant members about available services;
  • Liaise with administrative and marketing teams on initiatives involving employer clients;
  • Organise and facilitate Policy Committee meetings with key employer contacts;
  • Coordinate and deliver workplace information sessions, such as pre-retirement planning and other relevant seminars;
  • Provide General Financial Advice during one-on-one member consultations, as appropriate;
  • Provide proactive high-quality service and support to a portfolio of clients through face-to-face, video calls, and over the phone;
  • Provide transitional support for new employers joining the fund and build advocacy within existing employer network.
Technical Skills & Qualifications:
  • Financial Planning Qualifications/courses completed highly regarded;
  • RG146 certified;
  • Minimum 5 years' experience with superannuation;
  • Proven ability to build strong relationships with clients and colleagues;
  • Knowledge of superannuation (required) and defined benefit plans (highly regarded but not required);
  • Ability to guide individuals through superannuation laws and regulations;
  • Proficient in Microsoft Office suite.

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