Financial Services Specialist

1 week ago

Chatswood, Australia beBeeCustomerSuccess Full time $50,000 - $80,000

Role Summary

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  • ">
  • As a key member of our team, you will be responsible for delivering exceptional customer experiences by ensuring seamless onboarding and providing prompt support to clients via multiple channels. This involves building strong relationships with existing and prospective customers, gathering feedback to enhance our services, and maintaining accurate records in our trading system.">
">Key Responsibilities">
  • ">
  • Client Onboarding: Facilitate a smooth transition for new clients.">
  • Customer Support: Address client inquiries and issues efficiently through email, phone, and chat, offering solutions and guidance to elevate their experience.">
  • Relationship Management: Utilize your interpersonal skills to develop and maintain relationships with clients and stakeholders.">
  • Feedback Loop: Collect client insights and collaborate with internal teams to drive product improvements based on customer needs.">
  • Documentation: Maintain detailed and accurate records in our trading system.">
  • Collaboration: Work closely with other teams to align customer feedback with company objectives.">
">Requirements">
  • ">
  • Degree holder in any field or bachelor's degree in finance, economics, or a related field.">
  • Previous experience in customer success or a similar role within the financial services or fintech industry is highly valued.">
  • Strong knowledge of foreign exchange markets and payment solutions.">
  • Excellent communication and interpersonal skills.">
  • Customer-centric, hardworking, detail-oriented individual with a can-do attitude.">
  • Proficiency in MS Office (Word, Excel, Outlook).">
  • Bilingual proficiency in English and another language is highly regarded.">
">What We Offer">

We provide a dynamic work environment, monthly team-building events, birthday leave, and a competitive package including bi-annual performance bonuses.

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We are committed to fostering diversity and inclusion in the workplace. The Ruizean Group is an equal opportunity employer and welcomes applicants from diverse backgrounds.

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