Advice Technology Support Expert

1 week ago

Sydney, New South Wales, Australia beBeeApplication Full time $100,000 - $118,000

The role of Application Support Specialist is a key position in ensuring the smooth operation of our cloud-based advice technology. This specialist will be responsible for delivering exceptional front-line support to clients via phone and email, maintaining accurate client records, and capturing product enhancements.

About The Job

This individual will provide timely responses and excellent customer service, ensuring that our clients receive the highest level of support. Key responsibilities include developing effective training plans, maintaining CRM records, recording inquiries and solutions into our ticketing system, and engaging in proactive client retention activities.

Key Skills And Qualifications
  • Experience in the Financial Planning/Wealth Management industry
  • Strong customer support skills and relationship management abilities, including engaging with senior-level clients
  • A solid understanding of RG 146 (Diploma in Financial Planning) is advantageous
  • Negotiation and resolution skills
  • Ability to work under pressure, manage tasks effectively, and communicate timelines
  • Excellent organisational and time management skills, prioritising workflow and avoiding mismanagement
  • Exceptional verbal and written communication skills to adapt to technical and non-technical audiences
What We Offer

We value our employees as the heart of our business, providing a rich employee experience and ongoing career development opportunities. Our benefits package includes competitive salary, flexible hybrid workplace, generous reward and recognition programs, and Bravura Leave day – celebrating your personal milestones.

Next Steps

We make hiring decisions based on your experience, skills, and passion. If you don't tick every box, we'd still love to hear from you. Please note that interviews are primarily conducted virtually, and we welcome reasonable adjustments.

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