Client Service Professional

2 days ago


Iloilo City, Western Visayas, Philippines beBeeCompliance Full time A$24,000 - A$36,000
Key Role

Our organization is seeking a skilled and experienced Client Service Officer/Paraplanner to join our team. This role involves providing exceptional client service, preparing compliance-related documents, and supporting financial advisers with paraplanning tasks.

Job Responsibilities
  • Deliver seamless client experiences by managing end-to-end client service processes.
  • Prepare accurate Statements of Advice (SoAs), Records of Advice (RoAs), and compliance-related documents.
  • Assist financial advisers with paraplanning tasks to ensure timeliness and accuracy.
  • Maintain and update client records in CRM systems for efficient management.
  • Coordinate with product providers and clients for applications, transactions, and outstanding requirements.
  • Ensure adherence to Australian financial services regulations and company policies.
  • Identify opportunities for process improvements and contribute to a positive team culture.


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