Financial Services Coordinator

2 weeks ago

Melbourne, Victoria, Australia beBeeCustomerSupport Full time $100,000 - $110,000
Job Overview

We are seeking a skilled Financial Services Coordinator to join our team. As a key member of our financial advice team, you will play a vital role in delivering exceptional customer service throughout the financial planning process.

Responsibilities:
  • Provide superior customer support to clients across various channels, ensuring prompt resolution and adherence to service standards.
  • Collaborate with the Financial Planning team to deliver a seamless client experience.
  • Prepare for client consultations by verifying necessary information well in advance.
  • Act as the primary point of contact for clients, resolving administrative inquiries and escalating complex questions to senior advisors when necessary.
  • Manage client records across all systems, maintaining compliance with regulatory requirements.
  • Review financial plans for basic compliance elements such as fee structures and formatting.
  • Process client applications and requests efficiently, consistently meeting or exceeding performance targets.
  • Handle moderately complex client inquiries via phone and written communication, escalating complex issues to senior staff when required.
About You:

The ideal candidate will possess a strong background in client service within a financial services environment, backed by relevant qualifications or ongoing studies. You will be detail-oriented, organized, and committed to delivering outstanding outcomes for clients. Your ability to communicate clearly and work collaboratively will ensure your success in this role.

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