Client Experience Specialist

1 week ago

Gold Coast, Queensland, Australia beBeeImplementation Full time $80,000 - $110,000

Delivering exceptional client experiences is at the heart of this role. As a key member of our implementation team, you will turn top-tier advice into real-world outcomes for clients.

About the Position

This opportunity blends human expertise with innovative technology to provide more advice to more lives. We are looking for someone who shares our passion for delivering first-class client experiences and staying compliant with regulatory standards.

Key Responsibilities
  • Owning the implementation journey, ensuring every strategy lands perfectly and clients stay informed.
  • Executing advice by processing super and investment switches, rollovers, fee submissions, and insurance changes.
  • Maintaining compliance through prepared NOI forms, spotless records, and meeting all regulatory standards.
  • Delighting clients by acting as the key contact during implementation, sending paperwork for signing, and providing clear updates.
  • Partnering for success by collaborating with advisers, third-party providers, and internal teams to keep timelines tight.
  • Auditing & improving by running regular portfolio checks and suggesting process enhancements.
What You'll Need to Succeed

To be successful in this role, you will need:

  • RG146, Diploma of Financial Planning or similar (or on the way).
  • 2+ years in advice implementation, superannuation, investments, or related fields.
  • Deep knowledge of super, investments, insurance, and financial-planning workflows.
  • CRM & fintech-tool confidence, plus advanced Excel / Word / Outlook skills.
  • Excellent attention to detail and the ability to turn complex steps into simple client language.
  • Able to prioritise, hit deadlines, and thrive in a fast-paced environment.
  • Clear, professional communication that builds trust with clients and stakeholders alike.
About Us

We are a leading provider of financial services dedicated to helping Australians achieve their financial goals. We offer a dynamic and supportive work environment, flexible working options, and a range of benefits to support your career development and well-being.

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