Senior Financial Services Coordinator

13 hours ago

Brisbane, Queensland, Australia beBeeLeadership Full time $90,000 - $120,000
Client Services Leadership Role

The successful candidate will be responsible for leading our client services team in a fast-paced environment.

  • Prepare client meeting packs, reports, and review documents
  • Implement advice documents (SOAs & ROAs)
  • Coordinate with external providers for product information and follow-ups
  • Maintain ongoing communication with clients to build strong relationships
  • Follow up on outstanding client documentation and ensure timely submission
  • Maintain up-to-date and accurate client records in CRM and other systems/portals
  • Liaise with internal departments to ensure smooth workflow
Requirements
  • Previous experience working as a Client Services Officer within a financial planning firm
  • Sound understanding of the financial planning process
  • Experience using Xplan, workflows, and tasks
  • Strong attention to detail and time management skills
  • Ability to work well under pressure and prioritise your workload

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