Senior Financial Services Coordinator | 70-80K | Canberra

1 week ago

Canberra, ACT, Australia beBeeFinancial Full time $70,000 - $80,000

Job Overview

Client Service Manager Opportunity

We are seeking a seasoned professional to fill the Client Service Manager role in our thriving financial advisory practice.

Key Responsibilities:
  • Address and handle client inquiries and concerns effectively
  • Implement service strategies and advise clients on their comprehensive financial plans
  • Prepare and process application forms and maintain client information in our database
  • Manage client documents, appointments, and communications efficiently

Our organization is dedicated to providing high-quality financial planning services to professionals, executives, and business owners. We specialize in wealth creation and retirement strategies that cater to individual goals.

What We Offer
  • Opportunities for growth and development within a successful fast-paced practice
  • A supportive environment with advancement opportunities
  • Ongoing training and skill enhancement

Applicants should have a minimum of one year's experience in a similar role, plus completion or near completion of postgraduate qualifications. Strong communication and problem-solving skills are essential for this position.

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