Client Support Specialist

5 days ago


Perth, Western Australia beBeeCustomer Full time $80,000 - $120,000
Key Responsibilities
  • Support the delivery of exceptional customer service by assisting in client meeting preparation and follow-up, including assembling necessary paperwork, generating reports, scheduling appointments and documenting post-meeting activities.
  • Manage client expectations regarding timely and accurate service provision, ensuring that client needs are met with a high level of satisfaction.
  • Maintain accurate and compliant documentation and record-keeping practices.

The Client Service Associate plays a pivotal role in supporting financial advisors by providing excellent customer service and problem-solving skills. This position requires strong communication and organizational abilities to efficiently manage multiple tasks and priorities effectively.

Key Skills
  • Strong customer service and problem-solving skills.
  • Excellent communication and organizational abilities.
  • Ability to work in a fast-paced environment and prioritize multiple tasks efficiently.
  • Proficiency in administrative software and systems.

As a Client Service Associate, you will have the opportunity to work in a dynamic environment, develop your skills and knowledge, and contribute to the success of our organization. If you are a motivated individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting role.



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