Senior Customer Advice Specialist

21 hours ago

Gold Coast, Queensland, Australia beBeeFinancial Full time $70,000 - $71,000
Job Description

We are seeking a skilled professional to support the delivery and implementation of advice solutions. As a key member of our team, you will play a critical role in enhancing customer experience while interacting with customers to deliver first-class service.

Key Responsibilities
  • You will be accountable for providing excellent customer support via phone, email, and in adviser-led appointments.
  • You will use your skills and expertise to prepare and implement customer advice documentation in a timely manner.
  • You will work closely with Advisers to deliver high-quality advice and support to customers.
About the Role

This position involves working closely with Advisers to enhance customer outcomes. You will be responsible for preparing and implementing customer advice documentation, as well as providing administrative support where assistance is required.

Requirements
  • A Diploma of Financial Planning or related degree.
  • Experience in the Financial Advice Industry.
  • Strong passion for driving and delivering customer advice outcomes.

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