Career Opportunities in Financial Services

6 days ago

Sydney, New South Wales, Australia beBeeCustomerService Full time $65,000 - $70,000

Are you ready to embark on a new career chapter as a Customer Service Officer?

About the Role

This is an exceptional opportunity to kickstart your professional journey in financial services with a dynamic organization. You will have the chance to work in a collaborative environment that fosters innovation, teamwork, and personal growth.

Main Responsibilities
  • Deliver timely and accurate responses to inquiries, showcasing outstanding customer service skills.
  • Capture all interactions, follow up on actions, and ensure comprehensive documentation.
  • Partner with clients and insurers to collect and manage necessary documents.
  • Assist the team with various ad hoc administrative tasks as needed.
  • Reconcile invoices and maintain adherence to invoicing procedures.
  • Maintain high service standards, ensuring client satisfaction.
Requirements
  • A minimum of one year of experience in a customer-facing or administration role.
  • Previous experience within insurance, financial services, or fund management a significant advantage.
  • Excellent written and verbal communication skills.
  • Able to collaborate effectively with cross-functional teams.
  • Strong computer proficiency, particularly in Microsoft Office applications.
  • Adaptability to thrive in a fast-paced setting.
Benefits

As a valued member of our team, you can expect:

  • A competitive compensation package.
  • Ongoing training and development opportunities.
  • A supportive and inclusive work environment.

  • Career Opportunities in Financial Services

    4 days ago

    Sydney, New South Wales, Australia beBeeCareer Full time $94,500 - $111,000

    Job DescriptionWe are seeking a skilled professional to join our team in the Financial Services sector. As a Senior Consultant, you will have the opportunity to shape the future of our clients with confidence by delivering exceptional results and building strong relationships.This role offers a challenging and rewarding career path, where you will work...

  • Career Opportunities in Financial Services

    6 days ago

    Sydney, New South Wales, Australia beBeeFintech Full time $55,000 - $90,000

    Job DescriptionWe are seeking a Client Services Associate to join our Stockbroking team in Sydney. This is an entry-level role suited for those looking to start their career in financial services or fintech.Key Responsibilities:Assist clients with queries and resolve issues promptlyProvide excellent customer service and supportWork collaboratively with the...

  • Career Opportunities in Financial Services

    7 days ago

    Sydney, New South Wales, Australia beBeeInvestment Full time $55,000 - $75,000

    Breaking into the world of financial services can be challenging without traditional qualifications and experience. If you're eager to learn from a pioneering company with remarkable growth, this opportunity may suit your ambitions.About UsWe are a leading institution that works with Australia's affluent investors, renowned for our stellar reputation and...

  • Career Opportunities in Financial Services

    5 days ago

    Sydney, New South Wales, Australia beBeeFinancialPlanning Full time $80,000 - $120,000

    Financial Planning OpportunityWe are seeking talented professionals to join our team in Financial Services.Job OverviewThis role involves working with clients to understand their financial goals and developing strategies to achieve them.Key ResponsibilitiesProvide financial guidance to clientsAnalyze client data to identify financial opportunitiesDevelop and...

  • Career Opportunities in Financial Services

    7 days ago

    Sydney, New South Wales, Australia beBeeCustomerService Full time $100,000 - $120,000

    Job Title:Customer Banking SpecialistJob Description:We are seeking a skilled and customer-focused professional to join our team as a Customer Banking Specialist. In this role, you will be responsible for delivering exceptional customer service and support to our customers in a fast-paced environment.Responsibilities:Assist customers with general banking...

  • 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 Career Opportunity

    2 weeks ago

    Sydney, New South Wales, Australia beBeeCareer Full time $75,000 - $98,000

    Embark on a fulfilling career in Financial Services with our organization.Enjoy six weeks of annual leave, comprising four weeks paid time off and two weeks wellbeing and community leave.About YouWe seek a graduate who:Is passionate about learning and growth;Brings their best self, demonstrating initiative and teamwork skills;Exhibits curiosity, courage, and...

  • Career Opportunities in Financial Services

    5 days ago

    Sydney, New South Wales, Australia beBeeOpportunity Full time $57,000

    Job OverviewWe are seeking a talented and motivated individual to join our team as a Debt Collector. In this role, you will be responsible for making outbound calls to customers to locate them and negotiate repayment plans.About the RoleThis is an excellent opportunity for someone looking to start or grow their career in financial services. As a debt...