Customer Portfolio Specialist

5 days ago


Perth, Western Australia beBeeAccount Full time $80,000 - $150,000

Job Overview

This position plays a key role in customer service, compliance and growth within our organization.

As a valued team member, you will be responsible for maintaining a well-managed portfolio, managing workflows, and developing a detailed understanding of customer business and financial needs.

Key Responsibilities

  • Manage a portfolio of customers to ensure compliance with all relevant policies and procedures
  • Maintain control of workflows across all compliance and customer fulfilment processes
  • Develop and maintain a detailed understanding of customer business and financial needs
  • Provide solutions to account maintenance and simple customer requests
  • Support the Relationship Manager with management of a portfolio of customers
  • Collaborate with stakeholders to fulfil customers' needs
  • Engage specialist teams when required


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