Financial Services Advocate

1 day 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 include answering customer inquiries, resolving issues, and connecting customer feedback with different business areas.

**Key Responsibilities:**

  • Acting as our customers' primary point of contact, giving them an internal voice and being our external ear.
  • Managing customer feedback, complaints, and general inquiries.
  • Nurturing relationships that lead to long-term advocates.

**Requirements:**

  • 2-3 years experience in B2C customer support, customer success, or similar roles serving customer communities.
  • Experience with customer support systems and online chat inquiries.
  • Working knowledge of financial services, specifically super fund support or ETFs, investments, stocks, and trading.
  • RG146 accreditation is ideal.

**Ideal Candidate:**

  • Excited by our mission and hungry for a challenge in a growing organization.
  • Passionate about forward-thinking technology products and investment/fintech products.
  • Empathetic, patient, and able to understand problems from different viewpoints.
  • Able to demonstrate initiative and persistence in solving problems.
  • An exceptional communicator who thrives in a collaborative environment.
  • Inquisitive with a strong aptitude for learning.

**Benefits:**

  • Competitive remuneration.
  • Flexibility to work from home 1-2 days.
  • Health and wellness benefits.
  • Learning and development allowance.
  • Working from home allowance.


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