Client Support Specialist

2 weeks ago


Sydney, New South Wales, Australia beBeeFinancial Full time $50,000 - $85,000

As a key player in our specialist Wealth division, you will connect with clients and Financial Advisors to resolve issues quickly and effectively.

You will work closely with Financial Advisors to deliver financial products and services, utilizing advanced systems to manage communication via live chat and phone calls.

Our team is friendly and supportive, where everyone contributes ideas and drives outcomes. We are committed to providing exceptional customer service and resolving client issues in real-time.

Key Responsibilities:
  • Work alongside Financial Advisors to deliver financial products and services
  • Utilize advanced systems for effective communication with clients
  • Resolve complex client issues through critical thinking and effective solutions
Required Skills and Qualifications:
  • 1+ year of experience in wealth management, superannuation, or related fields within a contact centre environment
  • High accuracy and typing skills for effective use of live chat platforms
  • Critical thinking skills to navigate and resolve complex client issues
Benefits:
  • Hybrid and flexible working arrangements
  • Wellbeing leave and paid parental leave
  • Paid volunteer leave and donation matching
  • Access to learning and development opportunities

Banking and Financial Services offers innovative solutions to customers across Australia.



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