Current jobs related to Financial Services Specialist - Sydney, New South Wales - beBeeFinance
-
Client Services Specialist
3 weeks ago
Sydney, New South Wales, Australia UBS Financial Services Full timehttp://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=324111Are you customer-centric focused with a great track record of resolving enquiries? Do you use innovative approaches to identify and address client needs?We're looking for an ETD & PB Client Middle Office (CMO) Specialist to:• Provide...
-
Client Services Specialist
2 weeks ago
Sydney, New South Wales, Australia UBS Financial Services Full timehttp://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=324111Are you customer-centric focused with a great track record of resolving enquiries? Do you use innovative approaches to identify and address client needs?We're looking for an ETD & PB Client Middle Office (CMO) Specialist to:• Provide...
-
Marketing Specialist
2 weeks ago
Sydney, New South Wales, Australia Greenstone Financial Services Full timeJoin to apply for the Marketing Specialist role at Greenstone Financial ServicesFull Time - 6 Month Contract OpportunityThe Marketing Specialist is responsible for the execution and delivery of various offline and online marketing communications including TV advertorials, print, collateral, CMS website updates, customer communications and promotional...
-
Marketing Specialist
2 weeks ago
Sydney, New South Wales, Australia Greenstone Financial Services Full timeJoin to apply for the Marketing Specialist role at Greenstone Financial ServicesFull Time - 6 Month Contract OpportunityThe Marketing Specialist is responsible for the execution and delivery of various offline and online marketing communications including TV advertorials, print, collateral, CMS website updates, customer communications and promotional...
-
Financial Services Specialist
2 weeks ago
Sydney, New South Wales, Australia beBeeSpecialist Full time $60,000 - $80,000Our organization is seeking a highly skilled Financial Services Specialist to join our team.Job Description:The Financial Services Specialist will play a crucial role in providing high-quality financial services to internal and external stakeholders. This includes managing bank statements and receipt journals, reconciling payments from PMS receipts versus...
-
Financial Advisory Administration
3 weeks ago
Sydney, New South Wales, Australia BFG Financial Services Full timeBFG Financial Services is a leading accounting practice based in Macquarie Park. We specialise in providing independent personal financial advice on a 'fee for service' basis.About the RoleWe're seeking a client-focused individual with a university degree (preferably in business, finance, or a related discipline) to join our team full-time. This is an...
-
Financial Advisory Administration
3 weeks ago
Sydney, New South Wales, Australia BFG Financial Services Full timeBFG Financial Services is a leading accounting practice based in Macquarie Park. We specialise in providing independent personal financial advice on a 'fee for service' basis.About the RoleWe're seeking a client-focused individual with a university degree (preferably in business, finance, or a related discipline) to join our team full-time. This is an...
-
Financial Services Specialist
1 week ago
Sydney, New South Wales, Australia beBeeSpecialist Full time $172,362 - $196,659Job Title: Financial Services SpecialistWe are seeking a skilled and experienced professional to join our team as a Financial Services SpecialistThe role involves conducting thorough financial assessments and analysis across a defined group of supervised banking and payments organisations to achieve regulatory objectives.Key Responsibilities:Conduct regular...
-
Financial Services Specialist
2 weeks ago
Sydney, New South Wales, Australia beBeeCustomer Full time $65,000 - $93,000Job Title: Financial Services SpecialistWe are seeking a skilled and experienced professional to join our team as a Financial Services Specialist. As a key member of our team, you will play a vital role in helping customers achieve their financial goals.Your Key Responsibilities:Deliver exceptional customer service and provide expert financial advice to...
-
Financial Services Specialist
2 weeks ago
Sydney, New South Wales, Australia beBeeFinance Full time $90,000 - $120,000Financial Services Specialist RoleWe are seeking a highly skilled Financial Services Specialist to contribute to delivering high-quality services to our customers and communities.Main Responsibilities:Support foreign exchange management by executing and reporting on FX positions across the organization.Assist with funding and liquidity operations, including...
Financial Services Specialist
3 weeks ago
A specialist financial services firm in Sydney seeks a Financial Services Specialist to join their team.
- This is an exciting time to be part of this innovative business with strong growth in recent results and impressive portfolio growth.
The successful candidate will engage with customers, manage loan journeys, structure credit applications, and collaborate with other stakeholders.
- Key responsibilities include:
- Engage with customers and manage their loan journey from initial contact through to settlement.
- Structure a variety of credit applications, including home loans, property investment loans, construction loans, and SMSF lending.
- Respond to all leads in a timely manner.
- Cross collaborate with other stakeholders in the business, including property specialists.
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving skills.
- Ability to work in a fast-paced environment and meet deadlines.
- Knowledge of financial products and services.
