Senior Client Advocate

9 hours ago


Sydney, New South Wales, Australia beBeeClientService Remote Work Freelance Full time $90,000 - $120,000

Job Summary: We are seeking a motivated and professional Client Services Representative to join our dynamic, multi-national team. The ideal candidate will have strong client service experience, good math and technical aptitude, and the ability to troubleshoot and explain complex subjects.

Key Responsibilities:
  • Resolve routine and complex client service issues thoroughly and expeditiously, utilizing sound judgment with an emphasis on courtesy.
  • Coordinate activities with other local and international Client Service divisions and interact with external departments such as Programming, Clearing, Cashiering and Compliance on common issues.
  • Contribute to the development of client service systems, policies and procedures.
Required Skills and Qualifications:
  • Strong verbal and written communication skills to accommodate client inquiries directed via telephone, email or online chat.
  • Experience in a fast-paced client service environment is essential, but not necessarily with a financial services background.
  • Bachelor's or advanced degree preferred but not essential.
  • In-depth understanding of financial instruments: stocks, securities options, futures, options on futures, foreign exchange and fixed income preferred but not essential.
Preferred Skills:
  • Registrations: FINRA Series 7, 63 or ability to obtain licenses.
  • Multi-language skills are a plus.

We offer modern offices with multi-monitor setups, private medical insurance coverage, and unique opportunities for career progression and job scope expansion in a global company.



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