Senior Financial Solutions Professional

1 week ago

Sydney, New South Wales, Australia beBeeFinancialConsultant Full time $80,000 - $160,000
Job Overview

The role encompasses leading customer-facing teams in navigating financial services and technology solutions. Key responsibilities include managing inquiries from customers, advising on eBusiness functionality, delivering customer-centric solutions, driving continuous improvement, fostering connections with the ClientFirst culture, and providing comprehensive case management.

Key Responsibilities
  • Manage customer inquiries related to eBusiness systems.
  • Deliver value-driven solutions by identifying customer needs and responding effectively.
  • Drive process improvements by supporting team integration into new systems.
  • Foster strong relationships through embracing the ClientFirst culture.
  • Provide timely and effective case resolution.
  • Collaborate with internal teams to troubleshoot and resolve system issues.
  • Ensure accurate and compliant information for internal and external customers.
Requirements
  • Tertiary qualification in a relevant field.
  • RG146 accreditation desirable.
  • 2-3 years' experience in financial services or client services.
  • Understanding of eBusiness principles and online system usage.
  • Familiarity with financial planning software preferred.
  • Strong communication, problem-solving, and analytical skills.
  • Knowledge of superannuation and insurance products, legislation, and compliance.
  • Proficient in MS Office; experience with CRM or case management systems an advantage.
  • Able to manage competing priorities and meet SLAs.
  • Customer-focused, adaptable, and proactive.
  • Strong sense of ownership, collaboration, and continuous learning.
Benefits

This role offers opportunities for growth and development in a dynamic environment.

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