Senior Client Service Advisor

2 days ago

Perth, Western Australia beBeeClientService Full time $95,840 - $106,773

Private Wealth Career Opportunity

  • We are seeking an experienced Client Service Specialist to join our team in the Private Wealth division.
  • This role is a key part of delivering exceptional service to clients, working closely with Financial Advisers to ensure a seamless and professional client experience.
About This Role:
  • Provide day-to-day support to Financial Advisers, managing client administration and service delivery.
  • Coordinate and prepare documentation for client meetings, including Statements of Advice (SOAs), review packs, and follow-up tasks.
  • Manage implementation of advice and ongoing client requests with accuracy and urgency.
  • Liaise with clients, product providers, and internal stakeholders to ensure timely and professional communication.
  • Maintain client records in accordance with compliance standards and regulatory requirements.
Key Qualifications:
  • Minimum 2+ years' experience in a client services or adviser support role within financial planning or wealth management.
  • Strong understanding of financial advice processes, compliance obligations, and client engagement best practices.
  • High attention to detail and excellent organisational skills.
  • Professional, articulate communicator with a client-first mindset.
  • Proficient with financial planning software (e.g. Xplan), MS Office Suite, and CRM systems.
  • A team player with a proactive, solutions-focused approach.
Benefits:

This role offers the opportunity to work in a dynamic and supportive environment, with opportunities for professional growth and development.

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