Financial Services Specialist

6 days ago

Perth, Western Australia beBeeCustomer Full time $60,000 - $70,000

Job Description

">

We are seeking a highly skilled Financial Services Specialist to join our team. As a key member of our organization, you will play a vital role in delivering exceptional customer service and providing expert financial guidance.

">

Responsibilities

">
  • ">
  • Provide personalized financial advice to customers, tailoring solutions to meet their unique needs and goals.">
  • Develop strong relationships with customers, fostering trust and loyalty through proactive communication and timely follow-up.">
  • Identify opportunities to upsell and cross-sell financial products and services, driving revenue growth and business development.">
  • Analyze customer data and market trends to inform product recommendations and stay ahead of the competition.">
  • Collaborate with internal teams to ensure seamless delivery of financial services and resolve any issues promptly.">
">

Requirements

">
  • ">
  • A strong background in face-to-face customer service, with experience in a sales or banking environment.">
  • The ability to build rapport with customers from diverse backgrounds and tailor your approach to meet their individual needs.">
  • Excellent communication and interpersonal skills, with a proven track record of negotiating and influencing others.">
  • A solid understanding of financial products and services, including credit cards, loans, savings accounts, and insurance policies.">
  • The capacity to work in a fast-paced environment, managing multiple priorities and deadlines while maintaining a high level of accuracy and attention to detail.">
">

Benefits

">

We offer a competitive salary and benefits package, including medical, dental, and vision coverage, 401(k) matching, and paid time off. You will also have access to ongoing training and professional development opportunities, ensuring you stay up-to-date with industry trends and best practices.

">

Work Environment

">

We pride ourselves on creating a positive and inclusive work environment that values diversity, equity, and inclusion. Our team is dedicated to making a difference in the lives of our customers and the wider community, and we strive to create a workplace culture that reflects these values.

"],

  • Associate Financial Advisor

    3 days ago

    Perth, Western Australia Interwest Financial Services Full time

    Interwest Financial Services is a well-established, privately owned, and self-licensed financial advisory firm. We are committed to delivering exceptional quality, personalised, and holistic financial planning solutions to clients. As we continue to grow, we are seeking a dedicated and professional Associate Financial Adviser to join our dynamic team in...

  • Associate Financial Advisor

    7 days ago

    Perth, Western Australia Interwest Financial Services Full time

    Interwest Financial Services is a well-established, privately owned, and self-licensed financial advisory firm. We are committed to delivering exceptional quality, personalised, and holistic financial planning solutions to clients. As we continue to grow, we are seeking a dedicated and professional Associate Financial Adviser to join our dynamic team in...

  • Associate Financial Advisor

    1 week ago

    Perth, Western Australia Interwest Financial Services Full time

    Interwest Financial Services is a well-established, privately owned, and self-licensed financial advisory firm. We are committed to delivering exceptional quality, personalised, and holistic financial planning solutions to clients. As we continue to grow, we are seeking a dedicated and professional Associate Financial Adviser to join our dynamic team in...

  • Financial Services Specialist

    7 days ago

    Perth, Western Australia beBeeCareers Full time $70,000 - $130,000

    Unlock Your Potential as a Financial Services SpecialistWe are seeking an exceptional individual to play a vital role in helping customers achieve their financial goals. As a Financial Services Specialist, you will provide expert financial advice and seamless service to our valued customers.Your Key Responsibilities:Builddeliver valuable relationships with...

  • Financial Services Specialist

    1 week ago

    Perth, Western Australia beBeeCustomer Full time $81,999 - $114,999

    Job Title: Financial Services SpecialistAbout the Role:We are seeking a skilled and enthusiastic Financial Services Specialist to join our team. As a key customer-facing role, you will be responsible for providing exceptional service to our customers, helping them achieve their financial goals through effective banking solutions.Key Responsibilities:Welcome...

  • Accounting and Financial Services Specialist

    4 days ago

    Perth, Western Australia beBeeAccountant Full time $70,000 - $85,000

    Job Title: Accounting and Financial Services SpecialistThe role of an accounting and financial services specialist is to provide expert support to businesses and individuals in managing their financial records. This includes managing and reconciling financial records, processing accounts payable and receivable, and preparing business activity statements...

  • Senior Financial Planner

    3 weeks ago

    Perth, Western Australia Randstad - Banking & Financial Services Full time

    Existing book of clientsPurchased BookPure Relationship Focused Advisor RoleGreat opportunity for a Financial Planner with 5 + years experience to join a successful business.About the companyThis highly regarded and well established independent Financial Service Group has been established for many years and has always put a client centric approach at the...

  • Senior Financial Planner

    3 weeks ago

    Perth, Western Australia Randstad - Banking & Financial Services Full time

    Existing book of clientsPurchased BookPure Relationship Focused Advisor RoleGreat opportunity for a Financial Planner with 5 + years experience to join a successful business.About the companyThis highly regarded and well established independent Financial Service Group has been established for many years and has always put a client centric approach at the...

  • Senior Financial Planner

    1 week ago

    Perth, Western Australia Randstad - Banking & Financial Services Full time $90,000 - $120,000 per year

    Senior Financial Planner (existing book)Existing book of clientsPurchased BookPure Relationship Focused Advisor RoleGreat opportunity for a Financial Planner with 5 + years experience to join a successful business.About the company This highly regarded and well established independent Financial Service Group has been established for many years and has...

  • Financial Services Specialist

    7 days ago

    Perth, Western Australia beBeeAccountant Full time $60,000 - $80,000

    Job OpportunityWe are seeking a skilled Financial Services Specialist to provide financial, accounting and payroll services to business units across Perth, Sydney and Brisbane.Key Responsibilities:Daily bank reconciliations in Xero including verification of transactions and accounts balancesFortnightly payroll processing including PAYG, Payroll Tax & Super...