Client Service Specialist

4 days ago


Perth, Western Australia beBeeClient Full time $60,000 - $120,000
About the Role

This position focuses on providing exceptional client service and high-quality support to Financial Advisors and Partners. The role involves:

  • Attending and actively participating in client meetings to support the provision of a highly personal and compelling client experience.
  • Arranging and coordinating documentation for client meetings.
  • Overseeing the preparation of annual review and new business plans, including development of draft strategies, financial modelling, completion of fact find data, and other inputs needed to complete advice instructions.
  • Undertaking insurance needs analysis and preparation of insurance quotes.
  • Managing workflow to deliver to client needs and maintaining an understanding of operational processes for other teams.

Requirements

We're looking for someone with:

  • A strong background in paraplanning or related financial services experience.
  • Minimum 2 years' experience in a similar role.
  • Experience with Xplan desirable and in a client-facing role.
  • Strong communication, attention to detail, and willingness to grow.

About Us

Our unique culture is underpinned by our three organisational behaviours: Stretch, Own it, Make an impact. We're committed to creating an inclusive workplace where diversity is celebrated, and we aim to provide an environment where you can thrive.


Benefits

As part of our team, you'll enjoy:

  • Work from anywhere in Australia for up to one month each year.
  • An annual allowance to empower you to prioritise your personal wellbeing.
  • Study support and commitment to supporting professional development.


  • Perth, Western Australia Buscojobs Full time

    Job DescriptionLooking for a fulfilling career that encompasses the dynamic world of payments? Join us at Echelon We are the leading provider of integrated payment solutions and the destination for aspiring professionals like you to make payments the first and last stop in your career.We are seeking a detail-oriented Client Service Specialist to provide...


  • Perth, Western Australia at Full time

    NCI is Australia's leading Trade Credit Insurance Broker, proudly supporting businesses across a wide range of industries to protect their profitability—for nearly 40 years.With offices across Australia, New Zealand, and Southeast Asia, and a team of over 200 people, we deliver specialist, value-added trade credit services to a broad and diverse client...


  • Perth, Western Australia beBeeCustomerService Full time $110,000 - $130,000

    Client Service SpecialistThis role involves delivering exceptional service to clients and stakeholders. The key responsibilities include:Answering incoming calls from clients and resolving their inquiries in a timely manner.Handling client concerns with empathy and providing suitable solutions.Maintaining a high level of professionalism at all times.Meeting...


  • Perth, Western Australia Capital Partners Pty Full time

    We are looking for a client Champion to join our dynamic client services team at Capital Partners If you're already immersed in this space and are passionate about delivering exceptional experiences, we want to hear from you. In this role, you'll work closely with clients and the team to understand client needs, ensuring we consistently exceed their...


  • Perth, Western Australia beBeeCustomerCentric Full time $70,000 - $100,000

    Client Service SpecialistThe primary role of a Client Service Specialist is to provide exceptional support to clients, ensuring their needs are met and expectations exceeded. This involves managing administrative tasks, responding promptly to client inquiries, and fostering strong relationships with clients.Key ResponsibilitiesDevelop and implement...


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

    Private Wealth Career OpportunityWe 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...


  • Perth, Western Australia beBeeDevelopment Full time $100,000 - $118,000

    Job DescriptionWe are seeking a highly skilled Client Development Specialist to join our team.This role offers an exciting opportunity for a talented professional to further develop and manage client relationships, fostering strong connections with clients at senior levels.The ideal candidate will possess excellent communication skills, the ability to build...


  • Perth, Western Australia Canon Australia Full time

    Are you looking to make your career pathway in the Client Services space? Are you looking to work with an esteemed clientele of government and enterprise customers?Role Highlights· Associate with an established global brand· Be part of highly engaged & collaborative team· Location – Perth, Western Australia· Hybrid role – 3 days in officeAbout...


  • Perth, Western Australia Canon Full time $80,000 - $120,000 per year

    Are you looking to make your career pathway in the Client Services space? Are you looking to work with an esteemed clientele of government and enterprise customers?Role Highlights· Associate with an established global brand· Be part of highly engaged & collaborative team· Location – Perth, Western Australia· Hybrid role – 3 days in officeAbout...


  • Perth, Western Australia beBeeProfessional Full time

    Job Title: Client Service AssociateAs a Client Service Associate, you will be responsible for providing exceptional client service and support to our Financial Advisors and Partners.Key Responsibilities:• Attend client meetings and actively participate in the provision of a highly personal and compelling client experience• Arrange and coordinate...