Wealth Solutions Specialist

1 week ago

Sydney, New South Wales, Australia beBeeClientService Full time $75,000 - $91,000

As a Client Service Consultant, you'll be part of a national team of experts.

We offer integrated wealth solutions for financial advisers and their clients. Your role will involve connecting with our clients and financial advisors to resolve issues quickly and with empathy.

Your Key Responsibilities

  • Work alongside financial advisors to deliver financial products and services.
  • Utilize advanced systems to manage communication via live chat and phone call.
  • Provide effective solutions to clients' issues, making a real impact in resolving matters in real time.
  • Identify and escalate issues to supervisors, and look for opportunities to enhance best practice guides and direct queries to the appropriate support teams.

Your Skills and Qualifications

  • At least 1 year of experience within wealth management, superannuation or related fields, in a contact centre environment.
  • High level of accuracy and typing skills to perform well on live chat platforms.
  • Critical thinking skills to navigate and resolve complex client issues by providing advice on our products and services.
  • Excellent customer service skills with the ability to be empathetic and resolve queries in a timely manner.

Our Benefits Package

  • Wellbeing leave day per year.
  • Additional service bonus leave days per year.
  • Paid parental leave for primary caregivers along with transition leave upon return to work.
  • Paid volunteer leave and donation matching.
  • GENDER AFFIRMATION LEAVE.
  • Access to Employee Assistance Program and wellbeing benefits.
  • Learning and development opportunities.
  • Hybrid and flexible working arrangements.

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