Senior Client Experience Specialist

6 days ago

Rizal, Philippines beBeeClientService Full time A$24,000 - A$36,000

Our company is seeking a skilled Client Service Officer / Paraplanner to support our offshore team.

Job Description

We are looking for an experienced professional who can work independently, take initiative, and build trust within the team. You will play a key role in enhancing the client experience by ensuring smooth, efficient, and professional support across client service and paraplanning tasks.

  • Manage end-to-end client service processes to ensure seamless client experiences.
  • Prepare and review Statements of Advice (SoAs), Records of Advice (RoAs), and other compliance-related documents.
  • Support financial advisers by handling paraplanning tasks with accuracy and timeliness.
  • Maintain and update client records in CRM systems.
  • Liaise with product providers and clients to follow up on applications, transactions, and outstanding requirements.
  • Ensure compliance with Australian financial services regulations and company policies.
  • Proactively identify opportunities to improve processes and contribute to a positive team culture.
Requirements

To be successful in this role, you must have:

  • A minimum 5 years of experience in client services, paraplanning, or a similar role in financial planning/wealth management.
  • Strong understanding of financial planning processes and compliance requirements.
  • Ability to work independently with minimal oversight.
  • Excellent attention to detail and organizational skills.
  • Strong communication skills (verbal and written) to liaise confidently with advisers, providers, and clients.
  • Proficiency with financial planning software, CRMs, and Microsoft Office Suite.
  • Self-driven, proactive, and committed to building trust and long-term relationships within the team.
Preferred

Previous experience supporting Australian financial planners is preferred.

Benefits

Our company offers a remote role that will be set up as an independent contractor engagement. This allows for flexibility and autonomy in your work. We also offer opportunities to travel to Australia periodically to strengthen connections with the onshore team.

Expectations

To ensure alignment and transparency, successful candidates will be expected to disclose any existing ongoing roles or client work and reflect this engagement on their LinkedIn profile (clearly marked as 'Independent Contractor').

  • Senior Client Experience Specialist

    7 days ago

    Rizal, Philippines beBeeClientCare Full time ₱45,000 - ₱50,000

    As a Senior Client Care Advocate, you will play a crucial role in providing exceptional support to our U.S.-based client in the promotional products industry.Key Responsibilities:Customer Service Expertise: Deliver outstanding customer service and technical support via chat, email, and phone to ensure unparalleled client satisfaction.Tier 1 Support...

  • Senior Client Experience Manager

    7 days ago

    Rizal, Philippines beBeeCustomerService Full time ₱801,000 - ₱1,322,000

    Job OverviewThe role of Senior Customer Advocate requires interacting with customers to address inquiries and resolve complaints regarding the clients' products and services. This position involves collaborating with internal and external teams in handling customer needs to provide timely and professional service.The ideal candidate will possess strong...

  • Client Experience Specialist

    7 days ago

    Rizal, Philippines beBeeExperience Full time ₱800,000 - ₱1,000,000

    Deliver Exceptional Client OutcomesAbout the RoleA key contributor to our client experience, you will create lasting impressions and handle sensitive client interactions with professionalism.This role requires a unique blend of sales acumen and interpersonal skills to ensure a seamless client journey from initial contact to consultation.Key...

  • Client Experience Manager

    7 days ago

    Rizal, Philippines beBeeSuccess Full time ₱1,500,000 - ₱2,000,000

    Job Description">The Client Success Specialist plays a crucial role in delivering exceptional client experiences by overseeing the onboarding process, ensuring quality assurance, and driving service fulfillment. This position requires strong communication, problem-solving, and organizational skills to build lasting client relationships, drive retention, and...

  • Transforming Client Experience Specialist

    7 days ago

    Rizal, Philippines beBeeClient Full time ₱45,000 - ₱75,000

    Reinventing the Future of Client EngagementA Sales Representative plays a pivotal role in forging lasting relationships between our esteemed clients and our powerhouse team of attorneys. Handling 50-100 inbound calls daily, you will be the first point of contact, answering client inquiries with clarity and precision, while laying the foundation for a...

  • Maximizing Client Value

    7 days ago

    Rizal, Philippines beBeeClient Full time $60,000 - $80,000

    Client Retention Specialist RoleDrive client satisfaction and revenue growth by delivering exceptional customer experiences.Manage a portfolio of key accounts to identify opportunities for expansion and ensure clients achieve their desired outcomes.Collaborate with cross-functional teams to leverage comprehensive customer data, proven success frameworks, and...

  • Client Experience Director

    7 days ago

    Rizal, Philippines beBeeLeadership Full time ₱800,000 - ₱1,300,000

    Job OverviewThe Operations Manager role entails leading a high-volume client service environment, ensuring delivery of consistent quality customer experiences for Group Benefits members and providers who interact with the Client Care Centre. This involves motivating, coaching, developing, and skillning representatives to meet performance targets.Main...

  • Technical Client Experience Champion

    7 days ago

    Rizal, Philippines beBeeImpact Full time $60,000 - $80,000

    Job Title: Senior Technical Support AdvocateA key role at our organization is to deliver exceptional client experiences and create opportunities for meaningful work in diverse communities worldwide.Our team is united by a shared desire to connect people with common values and make a bold impact.Authenticity is the foundation of meaningful connections.We...

  • Senior Financial Specialist

    7 days ago

    Rizal, Philippines beBeeAccountant Full time ₱3,000,000 - ₱4,500,000

    Senior Financial Specialist RoleSenior Accountant PositionWe are seeking an accomplished Senior Accountant with extensive experience in Australian regulatory compliance and client relations. This role demands technical expertise as well as leadership skills to mentor junior staff members.Main Responsibilities:Prepare and review intricate financial...

  • Senior Accounting Specialist

    7 days ago

    Rizal, Philippines beBeeAccounting Full time ₱40,000 - ₱60,000

    We are seeking a highly skilled Senior Accounting Specialist to join our team. The ideal candidate will have a strong background in accounting, with a minimum of 3 years experience in full-cycle bookkeeping.Job DescriptionThe Senior Accounting Specialist will be responsible for managing day-to-day record keeping, preparing financial statements, and assisting...