Financial Services Advocate

2 weeks ago

Sydney, New South Wales, Australia beBeeCustomerExperience Full time $80,000 - $95,000
Customer Experience Specialist

Provide exceptional support to homebuyers and brokers throughout the application process, ensuring a smooth journey with clear communication.

As a key member of our team, you will be responsible for resolving issues and providing solutions in a fast-paced environment.

Key responsibilities include:

  • Deliver exceptional customer service via phone and email
  • Guide customers through the application process with clarity and care
  • Collaborate with credit and sales teams to resolve problems and drive results

To succeed in this role, you will need:

  • 2+ years of experience in a customer-focused financial services or lending position
  • Excellent written and verbal communication skills
  • Familiarity with industry terms such as LVR or serviceability is an advantage
  • A passion for delivering exceptional customer experiences and a positive mindset

  • Financial Services Advocate

    2 days ago

    Sydney, New South Wales, Australia beBeeSupport Full time $104,000 - $130,878

    We're on a mission to revolutionize the way people interact with financial services. Our team is key to building trust with customers, requiring a deep understanding of investing and our products, as well as empathy for diverse customer bases.You'll join a 6-person squad focused on delivering exceptional customer experiences. Your responsibilities will...

  • Customer Financial Advocate

    5 days ago

    Sydney, New South Wales, Australia beBeeFinancial Full time $70,000 - $95,000

    Job Summary:We are seeking a skilled Customer Financial Advocate to join our team. As a Customer Financial Advocate, you will be responsible for providing exceptional support to customers who are experiencing financial difficulties and are unable to meet their contractual obligations.About the Role:The successful candidate will have a strong passion for...

  • Customer Service Advocate

    7 days ago

    Sydney, New South Wales, Australia beBeeCustomerService Full time $60,000 - $100,000

    Job Summary:We are seeking a Customer Service Advocate to deliver exceptional customer experiences across our products. As a key member of our support team, you will play a vital role in building strong relationships with our clients and providing timely resolutions to their queries.Main Responsibilities:Respond to customer inquiries via various channels,...

  • Financial Services Advocate

    7 days ago

    Sydney, New South Wales, Australia beBeeCustomerCentric Full time $76,800 - $108,000

    Customer Banking SpecialistThis role offers an opportunity to deliver exceptional customer service and support in a dynamic retail banking environment.Provide personalized advice and guidance to customers on their financial needs.Assess customers' financial health and identify areas for improvement.Develop and implement effective solutions to meet customers'...

  • Financial Advisory Administration

    2 weeks ago

    Sydney, New South Wales, Australia Bfg Financial Services Full time

    BFG Financial Services is a leading accounting practice based in Macquarie Park.We specialise in providing independent personal financial advice on a 'fee for service' basis.About the RoleWe're seeking a client-focused individual with a university degree (preferably in business, finance, or a related discipline) to join our team full-time.This is an...

  • Financial Advisory Administration

    2 weeks ago

    Sydney, New South Wales, Australia BFG Financial Services Full time

    BFG Financial Services is a leading accounting practice based in Macquarie Park. We specialise in providing independent personal financial advice on a 'fee for service' basis.About the RoleWe're seeking a client-focused individual with a university degree (preferably in business, finance, or a related discipline) to join our team full-time. This is an...

  • Financial Advisory Administration

    2 weeks ago

    Sydney, New South Wales, Australia BFG Financial Services Full time

    BFG Financial Services is a leading accounting practice based in Macquarie Park. We specialise in providing independent personal financial advice on a 'fee for service' basis.About the RoleWe're seeking a client-focused individual with a university degree (preferably in business, finance, or a related discipline) to join our team full-time. This is an...

  • Financial Services Professional

    1 week ago

    Sydney, New South Wales, Australia beBeeCustomerService Full time $75,000 - $90,000

    About the Role">As a Banking Consultant, you will be part of a collaborative team and play a key role in helping to provide customers with a seamless banking experience. Your primary goal will be to meet each customer's end-to-end financial needs and goals across transaction activities, needs-based conversations, and educating them on the financial solutions...

  • Claims Advocate

    1 week ago

    Sydney, New South Wales, Australia Lockton Full time $90,000 - $120,000 per year

    Claims Advocate – Professional & Financial LinesWork for the world's largest privately owned insurance brokerSpecialist financial lines claims advocacy, embedded as part of the service team a key part of Lockton's service delivery. Client centred and practical approach delivering real benefit and results to our clientsAre you a driven and self-motivated...

  • Customer Service Advocate

    4 days ago

    Sydney, New South Wales, Australia beBeeCustomerSupport Full time $80,000 - $110,000

    ">Customer Support ProfessionalWe're seeking an exceptional customer support professional to join our team. As a key member of our support team, you'll play a crucial role in delivering outstanding customer experiences across all our products.">Job DescriptionKey Responsibilities:Act as the primary point of contact for customers, providing comprehensive...