Senior Financial Solutions Specialist

3 days ago


Brisbane, Queensland, Australia beBeeClient Full time $80,000 - $100,000

About the Position

Our organization is seeking a highly skilled and detail-oriented professional to fill the role of Client Services Manager. As a key member of our team, you will be responsible for providing exceptional support to financial advisers and business partners.

Key Responsibilities:

  • Prepare comprehensive client packs, reports, and review documents
  • Implement Statements of Advice (SOAs) and Regulatory Obligations (ROAs) accurately and efficiently
  • Coordinate with product and insurance providers to ensure seamless service delivery
  • Maintain proactive communication with clients and foster strong relationships
  • Ensure timely submission of outstanding documentation and keep client records updated in CRM systems
  • Liaise with paraplanners and advisers to optimize workflows and productivity

Requirements:

  • Proven experience in client services, preferably in financial planning
  • Strong understanding of financial planning processes and principles
  • Proficiency in Xplan workflows and tasks
  • Excellent attention to detail, time management, and prioritization skills
  • Ability to thrive under pressure and work effectively in a fast-paced environment

About Our Organization/Culture:

We are a reputable company based in Queensland, committed to delivering innovative and long-term financial solutions with passion and empathy. We foster a positive, collaborative work environment, characterized by low staff turnover and a culture that values professional growth and work-life balance.



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