Financial Services Professional

2 weeks ago


Melbourne, Victoria, Australia beBeeCustomerService Full time $73,000 - $94,000
Job Description

We are seeking a skilled professional to join our team as a Client Service Consultant. In this role, you will work closely with clients and financial advisors to deliver exceptional service and support.

As a Client Service Consultant, your primary responsibilities will include:

  1. Working collaboratively with clients and financial advisors to resolve issues and provide solutions
  2. Utilizing advanced systems to manage communication via live chat and phone calls
  3. Providing expert advice on financial products and services
  4. Identifying and escalating issues to supervisors
Required Skills and Qualifications
  • 1+ years of experience in wealth management, superannuation or related fields
  • Proven high level of accuracy and typing skills
  • Demonstrable critical thinking skills
  • Excellent customer service skills
Benefits

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

  • Wellbeing leave day per year
  • Up to 5 additional service bonus leave days per year
  • Up to 20 weeks' paid parental leave for primary caregivers
  • Access to employee assistance program
  • Reimbursement for work from home equipment
About Us

Our organization is committed to fostering a diverse, equitable and inclusive workplace. We encourage people from all backgrounds to apply and welcome all identities.


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