Client Services Specialist

2 days ago

Melbourne, Victoria, Australia beBeeCustomerService Full time $150,000 - $220,000

We are looking for an individual to join our team as a Client Services Specialist. This role will involve working closely with financial advisors and clients to provide exceptional customer service and resolve issues in a timely manner.

Job Description

In this role, you will be responsible for:

  • Providing high-level support to financial advisors and their clients via phone and live chat
  • Assisting with the delivery of financial products and services
  • Utilizing advanced systems to manage communication and resolve issues

You will be part of a dynamic team that values collaboration, innovation, and customer satisfaction. As a Client Services Specialist, you will have the opportunity to make a real impact on our clients' lives and shape the future of our organization.

Required Skills and Qualifications

To be successful in this role, you will need:

  • 1 year+ experience in wealth management or related field
  • Proven accuracy and typing skills
  • Critical thinking skills to navigate and resolve complex client issues
  • Excellent customer service skills with ability to empathize and resolve queries in a timely manner
Benefits

We offer a range of benefits to support your career growth and well-being, including:

  • Wellbeing leave day per year
  • Additional service bonus leave days per year
  • Paid parental leave and transition leave
  • Volunteer leave and donation matching
  • Employee Assistance Program and wellbeing benefits
  • Salary packaging options
  • Learning and development opportunities
Others

We value diversity, equity, and inclusion in the workplace and encourage applicants from all backgrounds. We are committed to fostering a culture of respect, empathy, and open communication. If you are passionate about delivering exceptional customer service and making a difference in people's lives, we would love to hear from you.

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