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Customer Advocate
3 weeks ago
We're seeking an exceptional Support Representative to join our team.
You'll provide top-notch support to customers across all products, including superannuation, managed investments, and US Investing services. Building trust requires a deep understanding of financial products and services, as well as empathy for diverse customers.
Key Responsibilities:
- Act as the primary point of contact for customers, providing internal voice and being an external ear
- Provide comprehensive support across all products
- Handle account management queries, product information requests, and technical support issues
- Manage incoming customer enquiries via email, chat, and phone
- Handle customer feedback, complaints, and general enquiries with expertise and care
- Nurture relationships that lead to long-term customer advocates
- Collaborate with internal teams to improve products and processes based on customer insights
Requirements:
- 2-3 years of experience in B2C customer support, customer success, or similar roles
- Experience with customer support systems such as CRMs and online chat platforms
- Strong understanding of financial services and investment products
- Fintech, banking, or financial services experience is highly preferred
- RG146 accreditation is advantageous (we can support the right candidate)
- Full working rights in Australia
This role will be based in our Sydney office. Candidates must have full working rights in Australia.
