Client Service Specialist

2 days ago


Perth, Western Australia beBeeWealthManagement Full time $80,000 - $120,000
Job Title

We are seeking a talented and motivated individual to join our team as an Associate.

  • Provide ongoing client service and high-quality support to Financial Advisers and Partners
  • Attend and actively participate in client meetings to deliver a highly personal and compelling client experience
Requirements

To be successful in this role, you will need:

  • Minimum 2 years' experience in paraplanning or related financial services experience
  • Experience with Xplan desirable and in a client-facing role
  • Strong communication, attention to detail, and willingness to grow
Benefits

As a valued member of our team, you will enjoy:

  • Work from anywhere in Australia for up to one month each year
  • An annual allowance to empower you to prioritise your personal wellbeing
  • Study support and commitment to supporting professional development


  • Perth, Western Australia beBeeCustomerService Full time $110,000 - $130,000

    Job Title: Client Service SpecialistThis role offers an opportunity to build lasting relationships with clients and providers, providing high-quality service and support.The Client Service Specialist will be responsible for handling incoming calls and inquiries, responding to client concerns with empathy and professionalism, and maintaining a high level of...


  • Perth, Western Australia beBeeCustomerService Full time $62,400 - $82,400

    Job OverviewAs a dedicated customer service specialist, you will be the first point of contact for our clients, providing exceptional support and assistance. You will work closely with our team to ensure our clients receive the best possible experience.Key Responsibilities:Deliver solutions that matter to our clientsCentre around our flagship Trade...


  • Perth, Western Australia Buscojobs Full time

    Job DescriptionLooking for a fulfilling career that encompasses the dynamic world of payments?Join us at EchelonWe are the leading provider of integrated payment solutions and the destination for aspiring professionals like you to make payments the first and last stop in your career.We are seeking a detail-oriented Client Service Specialist to provide...


  • Perth, Western Australia Buscojobs Full time

    Job DescriptionLooking for a fulfilling career that encompasses the dynamic world of payments? Join us at Echelon We are the leading provider of integrated payment solutions and the destination for aspiring professionals like you to make payments the first and last stop in your career.We are seeking a detail-oriented Client Service Specialist to provide...


  • Perth, Western Australia beBeeRelationship Full time $120,000 - $150,000

    Job OverviewThe Relationship/Trust Manager role is a mid-level position based in Perth, Australia.This position involves ensuring clients receive exceptional service in the management of their Trust accounts. Key responsibilities include building client relationships, monitoring and managing book of accounts, collaborating with specialist teams, and...


  • Perth, Western Australia beBeeCustomerService Full time $110,000 - $130,000

    Client Service SpecialistThis role involves delivering exceptional service to clients and stakeholders. The key responsibilities include:Answering incoming calls from clients and resolving their inquiries in a timely manner.Handling client concerns with empathy and providing suitable solutions.Maintaining a high level of professionalism at all times.Meeting...


  • Perth, Western Australia beBeeFinancial Full time $95,840 - $106,773

    We are seeking a skilled Client Service Specialist to support our financial planning operations.Job Summary:The ideal candidate will possess excellent organizational skills, strong attention to detail, and the ability to work effectively in a team environment.Main Responsibilities:Provide high-quality client service and administrative support to our...


  • Perth, Western Australia beBeeGrowth Full time $100,000 - $150,000

    Client Growth SpecialistThe Client Growth Specialist plays a pivotal role in driving business expansion by fostering relationships with new and existing clients, both through phone calls and face-to-face interactions.Key Responsibilities:Preparation of client presentations on our services across all sectors: parcels, couriers, taxi trucks, hotshots, and...


  • Perth, Western Australia beBeeClientSupport Full time $100,000 - $140,000

    Client Support SpecialistAs a Client Support Specialist, you will play a pivotal role in ensuring seamless operations while delivering exceptional support to clients and contractors. You will be the cornerstone of administrative excellence, driving efficiency and maintaining our reputation for outstanding service.Key Responsibilities:Provide timely and...


  • Perth, Western Australia beBeeService Full time $45,000 - $63,000

    Seeking a customer-focused professional to deliver exceptional service and support clients with taxation, superannuation, and registration obligations. Key responsibilities include:Providing tailored advice and guidance to clients through various channels, including phone, email, and online portals.Navigating complex interactions with empathy and...