Strategic Financial Relationship Manager

4 days ago


Gold Coast, Queensland, Australia beBeeCustomer Full time $60,000 - $80,000
Job Description

As a Client Services Manager, you will be responsible for delivering high-level client financial reviews through face-to-face, phone, or video conference meetings. Your primary objective is to provide exceptional customer service while analysing and assessing clients' entire financial situations.

You will work closely with the appropriate departments to ensure seamless assistance and support to clients. The role requires excellent communication skills, the ability to gather unrelated data, and collate it into a presentation that clients can understand.



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