Financial Futures Specialist

7 days ago

Sydney, New South Wales, Australia beBeeRelationship Full time $80,000 - $120,000
About this Role

We believe that your career goals and desire to help others should go hand-in-hand. As a Client Service Associate, you will form relationships with high-net-worth clients to give them support in navigating their financial futures.

This role is not just a job; it's a stepping stone within the finance industry. Whether or not you have a finance background, your possibilities here are endless. We hire from all majors and backgrounds because we believe diversity brings numerous benefits.

Our Client Service Associates positively impact our clients by managing all operational aspects of our firm's relationship with them. You will be up close and personal with the clients we help every day, working locally across many different functions in a collaborative team that challenges you to grow and build the foundation for your lifelong career.

You will be mentored by an experienced professional to help you succeed at your role and will report to a manager who will provide coaching to prepare you for future opportunities.

Key Responsibilities:

  • Communicate with high-net-worth clients by phone and email in an open, team-oriented work environment
  • Fulfill operational tasks between departments and external partners
  • Establish and clear accounts and resolve documentation and transfer issues
  • Work with colleagues to ensure operational excellence for all client enquiries

What We Offer:

  • A degree or equivalent combination of education and experience
  • At least 1 year of experience in an operational or back-office capacity
  • Commitment to maintain quality of work while sticking to a timeline
  • You meet challenges head-on and learn from your setbacks
  • You are engaging and can connect with a wide array of audiences by phone and email

We provide clients something different through unmatched service, continuous education and unique perspectives on investing.

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