
Financial Services Specialist
4 days ago
We are a fintech company established in 2014, with our headquarters based in Sydney. Currently in a phase of rapid expansion, we have branch offices in Japan and the United Kingdom. Our mission is to provide convenient, secure, and cost-effective payment solutions to both individual and corporate clients worldwide.
Key Responsibilities
- Facilitate client onboarding and ensure a smooth transition process.
- Provide prompt support to clients through various channels, including email, phone, and chat.
- Maintain strong relationships with prospective and existing customers.
- Gather feedback and insights from clients to improve products and services.
- Ensure accurate record-keeping and documentation in our trading system.
- Collaborate with internal teams to align client feedback with company goals.
Requirements
- Degree holder in any discipline or a related field such as finance or economics.
- Previous experience in customer success or a similar role within the financial services or fintech industry is highly regarded.
- Strong knowledge of foreign exchange markets and payment solutions.
- Excellent communication and interpersonal skills.
- A customer-centric attitude with a strong work ethic and attention to detail.
- Proficiency in MS Office (Word, Excel, Outlook).
- Bilingual proficiency in English and another language will be highly regarded.
This is an entry-level role, and we encourage applications from graduate candidates who have a keen interest in the finance services industry. In return, we offer a competitive package, bi-annual performance bonus, and monthly team building events.
We are committed to providing a diverse and inclusive workplace. We are an equal opportunity employer and welcome applications from all qualified candidates regardless of their background or characteristics.
-
Financial Services Specialist
1 week ago
Chatswood, Australia beBeeExpert Full time $60,000Unlock Your Potential as a Financial Services ExpertAre you ready to embark on a challenging and rewarding career in the fast-paced world of financial services? We are seeking a detail-oriented and proactive individual to join our team as an Onboarding and Maintenance Associate.This role offers a unique opportunity to gain invaluable experience, develop your...
-
Financial Services Advisor
1 week ago
Chatswood, Australia beBeePersonal Full time $90,000 - $108,000Job Title: Financial Services AdvisorServe Customers with ExcellenceWe empower our employees to open up a world of opportunity for our customers.Job Description:Deliver exceptional customer experiences by advising on suitable financial services.Main Responsibilities:Provide expert guidance on financial products and servicesBecome the face of our team,...
-
Customer Service Consultant
4 days ago
Chatswood, Australia TenacityCX Full timeKickstart your career in the financial services industry - Gain a formal qualification (RG146) through this role - Choose between a FT or PT role, Monday to Friday **Customer Service Consultant - Financial Services** - **Get your foot in the door to a stellar career in fin services**: - **Based in Chatswood**: - **Permanent Full-time and Part-time...
-
Chatswood, Australia LexisNexis Full timeJoin to apply for the Legal Content Specialist - Financial Services role at LexisNexisContinue with Google Continue with Google2 days ago Be among the first 25 applicantsJoin to apply for the Legal Content Specialist - Financial Services role at LexisNexisAt LexisNexis, we are transforming how professionals access and use regulatory and compliance content....
-
Chatswood, Australia LexisNexis Full timeJoin to apply for the Legal Content Specialist - Financial Services role at LexisNexisContinue with Google Continue with Google2 days ago Be among the first 25 applicantsJoin to apply for the Legal Content Specialist - Financial Services role at LexisNexisAt LexisNexis, we are transforming how professionals access and use regulatory and compliance content....
-
Chatswood, Australia LexisNexis Full timeJoin to apply for the Legal Content Specialist - Financial Services role at LexisNexisContinue with Google Continue with Google2 days ago Be among the first 25 applicantsJoin to apply for the Legal Content Specialist - Financial Services role at LexisNexisAt LexisNexis, we are transforming how professionals access and use regulatory and compliance content....
-
Financial Services Representative
5 days ago
Chatswood, Australia beBeeInvestment Full time $70,000 - $120,000Investment AssociateWelcome to an exciting opportunity in our experiential store. As an Investment Associate, you will play a vital role in delivering exceptional customer experiences.Establish rapport with clients and provide expert guidance on investment platforms.Answer queries and facilitate account opening and app navigation.Support marketing events and...
-
Financial Service Representative
1 week ago
Chatswood, Australia beBeeCustomerService Full time $45,000 - $75,000Role OverviewMoomoo is revolutionizing the investment landscape for Australians. A dynamic and purpose-driven team is seeking a skilled professional to lead client engagement in a retail store setting.Key ResponsibilitiesWelcome new clients, assist with account opening, and provide personalized support for navigating our platform.Address basic questions and...
-
Financial Experience Specialist
5 days ago
Chatswood, Australia beBeeCustomer Full time $64 - $83Key Role in Customer Banking and Financial ServicesYou will play a pivotal role in delivering a high standard of customer service to ensure customers are satisfied and strong advocates for their financial needs.This position is based mainly in branches, providing customers with a seamless banking experience through meeting each customer's end-to-end...
-
Financial Services Representative
2 weeks ago
Chatswood, Australia beBeeCustomer Full time $60,000 - $80,000About Our Retail Store Associate RoleKey Responsibilities:Welcome and assist new clients with account opening and app navigation.Answer basic questions and help clients feel confident using our platform's innovative features.Support marketing events and workshops—be part of the buzz around our newest campaigns.Work with your team to keep store operations...