Customer-Focused Wealth Management Professional

7 days ago

Gold Coast, Queensland, Australia beBeeWealthManagement Full time $90,000 - $120,000
Job Opportunity

We are seeking a customer-focused professional to join our team as a wealth management officer.

Key Responsibilities:
  • Provide exceptional service to clients via various communication channels.
  • Respond to high-volume incoming calls and manage chat enquiries.
  • Collate client welcome packs and correspondence, ensuring timely delivery.
  • Assist with client inquiries, providing accurate information and resolving issues promptly.
Requirements:
  • Previous experience in a similar role within the financial services industry.
  • Excellent customer service and communication skills, with the ability to work effectively in a team environment.
  • Intermediate Microsoft Office Skills - Word, Excel, and Outlook.
  • A positive attitude, strong work ethic, and commitment to delivering results.
What You'll Get:
  • A permanent full-time position with opportunities for growth and development.
  • An attractive salary package with bonuses and benefits.
  • A collaborative and dynamic work environment that fosters innovation and teamwork.
  • The chance to build a successful career in a rapidly evolving industry.

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