Delivering Excellence as a Client Advocate

4 days ago

Sydney, New South Wales, Australia beBeeClient Full time $90,000 - $120,000

**Job Opportunity:** Client Services Associate/Executive

- We're seeking a skilled professional to join our team in delivering exceptional service to high net worth individuals and retail clients.

We are looking for someone who can drive the client experience, manage unit registry, and collaborate with internal teams for continuous improvement and compliance.

Key responsibilities include end-to-end management of client experience, onboarding new clients, responding to queries, and providing excellent communication and organizational skills.

The ideal candidate will have experience with retail clients and unit registry management, proficiency in analytics, reporting, and CRM tools like Salesforce, and ability to work under pressure, meet deadlines, and contribute to team success.

We respect people, value diversity, and are committed to equality. Our fast-paced environment is perfect for individuals with a strong client service mindset and solid project management skills looking to grow.

Required Skills:

  • Excellent communication and organizational skills
  • Experience with retail clients and unit registry management
  • Proficiency in analytics, reporting, and CRM tools like Salesforce
  • Ability to work under pressure, meet deadlines, and contribute to team success

Why Choose Us?

We offer a collaborative and dynamic environment that values diversity and equality. Our professionals are dedicated to delivering exceptional service and driving business growth.

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