Financial Services Advisor

2 weeks ago


Melbourne, Victoria, Australia beBeeClientService Full time $220,000 - $250,000

As a Client Service Consultant, you will play a key role in delivering exceptional client experiences. This dynamic role involves working closely with financial advisors to provide expert guidance and support.

You will leverage advanced systems to manage communication via live chat and phone calls, ensuring seamless interactions with clients. Your ability to ask insightful questions and provide effective solutions will be critical in resolving complex matters promptly.

Main Responsibilities
  • Deliver high-quality client service by providing accurate and timely information.
  • Collaborate with financial advisors to resolve client issues and enhance overall satisfaction.
  • Utilize advanced systems to streamline communication and improve efficiency.

To excel in this role, you will require:

Key Skills and Qualifications
  • Proven experience in wealth management, superannuation, or related fields within a contact centre environment.
  • Excellent typing skills and accuracy rate to perform at a high standard on live chat platforms.
  • Demonstrable critical thinking skills to navigate multifaceted client issues and provide expert advice.
  • Outstanding customer service skills with the ability to empathize and resolve queries efficiently.

We are seeking a talented individual who is passionate about delivering exceptional client experiences. If you have a strong desire to build a successful career in client service, we encourage you to apply.



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