Financial Services Liaison

2 weeks ago

Brisbane, Queensland, Australia beBeeService Full time $70,000 - $90,000
Client Solutions Specialist

We are seeking passionate and client-focused individuals to fill key contact centre roles. This role will be the first point of contact for clients and financial advisers, delivering outstanding service via phone, email, and web chat.

Job Responsibilities:
  • Handle inbound calls and emails from clients and financial advisers
  • Provide accurate information and support across superannuation, insurance, investments, and pensions
  • Address enquiries and resolve issues in an efficient and professional manner
  • Maintain accurate and up-to-date records of all client interactions
  • Collaborate with a diverse team to meet and exceed performance targets
  • Uphold high service standards in every interaction
Requirements:
  • Excellent verbal and written communication skills
  • Strong interpersonal skills and a genuine passion for helping others
  • Positive attitude with a commitment to delivering exceptional service
  • Willingness to learn and adapt to new information, systems, and processes
  • Availability to work a rotating roster between 8 am and 8 pm, Monday to Friday
  • Comfortable working in a hybrid model (minimum 2 days in the office per week, with flexibility to do more)
  • No prior financial services experience required — comprehensive training provided
  • A background or interest in superannuation, insurance, investments, and pensions

We encourage applications from people of all backgrounds to bring diverse perspectives to our thinking and conversation. It's essential that we strive to have a workforce that is diverse in the widest sense.

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