Investment Product Advisor

2 weeks ago

Sydney, New South Wales, Australia beBeeSupport Full time $80,000 - $120,000
Customer Support Specialist

We're on a mission to transform the way people think about and invest their money. Our Customer Support team plays a crucial role in building trust with our customers, ensuring they receive exceptional support across all our products.

  • Key Responsibilities:
    • Act as our customers' primary point of contact, giving them an internal voice and being our external ear.
    • Provide comprehensive support across all our products, including superannuation, managed investments, and US Investing services.
    • 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 will lead to long-term customer advocates.
    • Collaborate with internal teams to improve products and processes based on customer insights.

What We're Looking For:

  • 2-3 years of experience in B2C customer support, customer success, or similar customer-facing roles.
  • Experience with customer support systems, such as CRMs and online chat platforms.
  • Strong understanding of financial services and investment products.
  • Experience in fintech, banking, or financial services is highly preferred.
  • RG146 accreditation is advantageous (we can support the right candidate in obtaining this).
  • Full working rights in Australia.

You Will Thrive In This Position If You Are:

  • Passionate about forward-thinking fintech products and investment platforms.
  • Empathetic, patient, and able to understand complex problems from different viewpoints.
  • Able to demonstrate initiative and persistence in solving customer problems.
  • Constantly iterating to find the best solutions for our members.
  • An exceptional communicator who thrives in a collaborative environment.
  • Inquisitive with a strong aptitude for continuous learning.
  • Detail-oriented with strong compliance awareness.

This role will be based in our Sydney office. Candidates must have full working rights in Australia.

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