Financial Services Coordinator

6 days ago

Melbourne, Victoria, Australia beBee Careers Full time

Proactive Client Management

We are seeking a proactive and results-driven individual to join our team as a financial services professional. As a client-focused individual, you will be responsible for managing client relationships, ensuring timely and efficient delivery of services, and exceeding client expectations.

Your key responsibilities will include proactive client management, regular liaison with clients, and coordination of client functions. You will also work closely with investment advisers and internal departments to ensure seamless communication and high-quality service delivery.

To succeed in this role, you will need strong interpersonal skills, a logical approach to problem-solving, and a passion for delivering exceptional results.

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