Client Experience Coordinator

6 days ago

Adelaide, South Australia beBeeCustomer Full time $80,000 - $110,000

We are seeking a highly skilled Client Services Manager to join our team.

The Role

As a Client Services Manager, you will play a vital role in supporting our advisers and ensuring clients enjoy a seamless, high-quality experience. This is an ideal opportunity for someone with initiative, strong attention to detail, and a passion for service excellence.

Key Responsibilities Include:
  • Managing client relationships with warmth and professionalism
  • Coordinating and preparing client review meetings and documentation
  • Liaising with product providers and following up applications, withdrawals, and transfers
  • Maintaining compliance and accurate record-keeping
  • Supporting advisers with strategy implementation and client follow-up
About You

To succeed in this role, you will bring:

  • A minimum of 2 years' experience in financial planning client services
  • Strong organisational skills with the ability to prioritise competing deadlines
  • Excellent written and verbal communication skills
  • A client-first mindset and proactive problem-solving approach
  • A positive attitude and willingness to contribute to a close-knit team
Why Work With Us?

You will have the opportunity to work directly alongside an experienced financial adviser and gain insight across the full financial planning process.

Gaining exposure to a wide variety of client situations – from SMSFs and insurance to retirement planning and Centrelink advice.

A supportive and friendly workplace where your efforts are recognised and valued.

Ongoing opportunities to develop your skills and grow your career in financial planning support.

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