Client Services Coordinator

11 hours ago

Batangas, Calabarzon, Philippines beBeeParaplanner Full time A$20,000 - A$30,000
Client Services Coordinator Role

Job Overview:

We are seeking a skilled and experienced Client Services Coordinator to join our team. As a key member of our operations, you will be responsible for managing end-to-end client service processes to ensure seamless client experiences.

Responsibilities:

  • Coordinate client onboarding, including preparing and reviewing 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.
  • Identify opportunities to improve processes and contribute to a positive team culture.

Requirements:

  • 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.

Benefits:

  • This is a remote role that offers flexibility and independence.
  • The successful candidate will have the opportunity to work closely with our team of financial advisers and build meaningful relationships with clients.

What We Offer:

  • A supportive and collaborative team environment.
  • Ongoing training and development opportunities.
  • A competitive remuneration package.

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