Senior Client Service Coordinator

2 weeks ago


Gold Coast, Queensland, Australia beBeeServices Full time $90,000 - $110,000
Client Service Manager Job Opportunity

We are seeking an experienced Client Services Manager to join our financial planning practice on the Gold Coast. As a key member of our team, you will be responsible for the efficient and professional management of client service operations.

Main Responsibilities:
  • Collaborate with advisers to deliver exceptional client outcomes.
  • Support advisers in managing client relationships and overseeing advice implementation.
  • Manage communications with clients and external stakeholders.
  • Prepare documentation and regulatory forms.
  • Manage fund transfers, applications, redemptions, and investment administration tasks.
  • Implement life insurance applications and modifications.
  • Onboard new clients efficiently.
Key Skills and Qualifications:
  • Proficiency in client management software.
  • Strong communication skills with attention to detail.
  • Proactive mindset with commitment to continuous improvement.
  • Well-organized and responsive with ability to manage priorities.
  • Natural collaborator who values teamwork.
Requirements:
  • Minimum 3 years of experience as a Client Services Manager in a financial advisory firm.
  • Relevant qualifications in financial services or business are highly regarded.

This is a leadership role requiring strong understanding of financial planning practices, excellent communication skills, and collaboration as part of a dynamic team.



  • Gold Coast, Queensland, Australia Hays Full time

    Seeking a Client Services Coordinator who will support a Gold Coast based Accounting firm with a great team**Your new company**An exciting opportunity has arisen for a Client Services Coordinator at an Accounting firm based on the North Gold Coast. Their passion for accuracy, strong relationships, and prioritising people makes them stand out.**Your new...


  • Gold Coast, Queensland, Australia Findex Full time

    We are seeking a talented, high energy, self-motivated Client Services Coordinator to support our Gold Coast audit team.- Permanent role based in Gold Coast- Full-time WFH flexibility for family and personal commitments- Work in a supportive and collaborative team environmentWe are seeking a talented, high energy, self-motivated Client Services Coordinator...


  • Gold Coast, Queensland, Australia beBeeManager Full time $16,264 - $56,808

    Job OverviewWe are seeking a seasoned leader to fill the role of Assistant Manager. This individual will be responsible for maintaining positive relationships with clients through daily contact and regular meetings.Main Responsibilities:Schedule Management: Organize and attend regular meetings with clients, General Managers, and Regional Managers to ensure...


  • Gold Coast, Queensland, Australia Dovida Australia Full time

    At Dovida Gold Coast and Northern Rivers we thrive on creating a positive experience for our clients and employees. Join us and foster a supportive team culture, as we shape a better future for care.About this opportunityAre you highly organized, people-focused, and ready to make a real impact? We're looking for a dedicated Client Services Coordinator to...


  • Gold Coast, Queensland, Australia beBeeLeadership Full time $79,610 - $99,114

    **Job Summary**We are seeking a seasoned Client Services Team Lead to join our team. As the Client Services Team Lead, you will play a pivotal role in overseeing and guiding a team of dedicated Client Service Coordinators.Responsibilities:Supervise and coordinate the client services team, ensuring smooth daily operations.Review and analyse reports to ensure...


  • Gold Coast, Queensland, Australia Carinity Full time $60,000 - $80,000 per year

    Carinity Disabilities – Bunderra have an exciting opportunity for an Assistant Coordinator Client Services to join the team. Reporting to the Client Services Coordinator (CSC), the Assistant Coordinator provides support and assistance across various services. These services include day and overnight respite programs, learning and life skills development,...


  • Gold Coast, Queensland, Australia beBeeAdministrative Full time $54,000 - $78,000

    Job Title: Client Services CoordinatorThis role supports the brokerage team by efficiently managing administrative tasks and delivering exceptional service.Manage inbound and outbound communications.Prepare general reports and approve workflows.Investigate inquiries and process account corrections.Manage dishonoured payments and overdue accounts.Key...


  • Gold Coast, Queensland, Australia beBeeCare Full time $65,000 - $87,000

    Job OverviewThis is an exciting opportunity to make a positive difference in the lives of seniors and their families. As a Client Experience Manager, you will play a key role in ensuring the client experience team achieves required outcomes and growth.The ideal candidate will have care management experience within aged care, knowledge and experience of...


  • Gold Coast, Queensland, Australia Home Instead Full time

    At **Home Instead** we are committed to providing the highest quality relationship-based care, enhancing the lives of ageing adults and their families whilst enabling them to remain independent in their own home for longer.Our Coordination Team is looking for a new team member. This is a role where no two days are the same and sometimes, priorities will...

  • Client Facilitator

    1 week ago


    Gold Coast, Queensland, Australia beBeeCare Full time $90,000 - $125,000

    Home Care SpecialistWe are seeking a Home Care Specialist to join our team. This role is ideal for individuals who are proactive, self-directed, and able to work collaboratively with elderly clients.About the Role:The successful candidate will work with clients and their families to establish goals that are realistic and achievable.You will develop,...