Senior Customer Experience Coordinator

3 days ago

Ballarat, Victoria, Australia beBeeCustomer Full time $55,000 - $70,000

Unlock your potential in a dynamic work environment where you can develop your skills and personal brand. You will collaborate with colleagues, working from home and/or the office, to create a connected workplace that values your needs.

We have an exciting opportunity for a motivated, self-driven professional to join our Client Services team. Day-to-day responsibilities include supporting Advisers and ensuring efficient team workflow management. We provide all the necessary tools, people, and offices to support your growth and success.

What to Expect:

- Prepare accurate client review reporting for Advisers
- Liaise with fund managers and maintain client portfolios through financial planning software
- Manage appointments, document handling, and data entry
- Deliver high-quality services and outputs to clients in written and verbal form
- Provide general administrative support as required

Achieve Work-Life Balance:

- Enjoy flexible schedules, work environments, and experiences (3 days in office/2 at home)
- Pursue long-term career progression opportunities
- Engage in continuous learning and development initiatives

About You:

You are someone with..
- A high level of customer service skills and a client-centric approach
- A proactive mindset, taking ownership of tasks
- Excellent communication and interpersonal skills
- Strong administration skills with Intermediate to Advanced MS Office

About Us:

We focus on empowering our employees to work in ways that meet their needs and those of their team and clients. We attract, retain, and promote individuals who share a sense of purpose and belonging. Our goal is to create opportunities for growth and sustainability that benefit metropolitan and regional communities.

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