Expert Client Support Professional

22 hours ago

Melbourne, Victoria, Australia beBeeSpecialist Full time $90,000 - $120,000
Financial Services Specialist

The role of a Financial Services Specialist involves delivering high-quality support services to clients and stakeholders. This includes preparing advice documentation, conducting research, and collaborating with teams to implement tailored client strategies.

  • Key Responsibilities:
  • Prepare and support advice documentation and client reviews
  • Conduct research and modelling using tools like Xtools+ and WealthSolver
  • Collaborate with advisers and paraplanners to implement client strategies
  • Support advice implementation and client service activities
  • Maintain accurate client records and documentation
  • Ensure compliance with governance frameworks and internal policies
  • Drive improvements in client experience and advice delivery processes
  • Promote the use of technology to enhance efficiency and service quality
  • Foster strong client relationships and communicate complex information clearly

What You Will Bring:

  • Client-focused service excellence
  • Strong relationship management skills
  • Analytical and detail-oriented approach
  • Organised and results-driven mindset
  • Innovative and solutions-oriented thinking
  • Collaborative team player attitude
  • Adaptable and committed to growth

Benefits:

This role offers a dynamic and supportive work environment, with opportunities for professional growth and development. You will be part of a collaborative team that values innovation, integrity, and customer satisfaction.

Unlock Your Potential:

Join our team and take the first step towards a rewarding career in financial services. Apply now and discover the opportunities that await you.

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