Client Engagement Specialist

2 weeks ago

Sydney, New South Wales, Australia beBeeClient Full time $90,000 - $120,000
Financial Services Expert

As a seasoned Financial Services Expert, you will be responsible for delivering exceptional service to financial adviser clients across Australia.

This role combines in-depth knowledge of Morningstar products with strong financial planning skills and business acumen to help clients make the most of our offerings.

The ideal candidate will have Australian financial planning experience or a willingness to learn, with an emphasis on CRM implementation and adaptation, stakeholder management and client engagement.

You will take ownership of the client experience from their first day onboard, including ascertaining user and stakeholder goals, and partnering to ensure product configuration, data migration, training and service is delivered to meet their objectives.

Key Responsibilities:
  • Presenting and educating clients about our offerings for financial advisers, focusing on software, workflows and data; as well as industry trends.
  • Ensuring users get the most from our software and maximise retention by ensuring excellent workflow and technology integration.
  • Leading training sessions digitally both direct to client and via group webinars.
  • Leading health-check reviews and ongoing service to users.
  • NPS Program - contacting clients, assisting, evaluating and reporting on what they are happy with and where we can improve.
  • Developing account strategies with Sales and identifying new user groups and business opportunities.
Requirements:
  • Bachelor's Degree or equivalent At least 5 years of experience in client services, relationship management and/or business development focused role gained within the financial advisory services sector.
  • Knowledge or experience in Morningstar Wealth solutions, including Adviser Logic.
  • A competent communicator with fluent English language capabilities and a high level of articulation.
  • A proactive, client-centric approach and a can-do attitude coupled with a commitment to see issues through to completion.

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