Financial Services Representative

1 day ago

Chatswood, Australia beBeeInvestment Full time $70,000 - $120,000
Investment Associate

Welcome to an exciting opportunity in our experiential store. As an Investment Associate, you will play a vital role in delivering exceptional customer experiences.

  • Establish rapport with clients and provide expert guidance on investment platforms.
  • Answer queries and facilitate account opening and app navigation.
  • Support marketing events and workshops, promoting innovative features and services.
  • Maintain store operations and ensure client satisfaction.
  • Contribute to documentation and compliance, upholding the highest standards of data security.
  • Collaborate with colleagues to drive sales efforts and achieve client acquisition goals.
Requirements
  • 1–2 years' experience in customer service, preferably financial advice or retail investment services.
  • Familiarity with financial markets and trading platforms.
  • Excellent communication skills (English; Mandarin/Cantonese a plus).
  • Organizational and detail-oriented, with the ability to multitask.
  • Availability for rotating shifts, including weekends and holidays.
  • Proficiency in digital tools and a willingness to learn new technologies.
  • A customer-first mindset, always ready to assist.
Perks & Benefits
  • Career growth: Join a leading digital brokerage with unlimited opportunities.
  • Competitive rewards: Market-driven salary and performance bonuses that reflect your impact.
  • Comprehensive insurance coverage for you and your family.
  • A dynamic workplace culture with frequent team events and celebrations.
  • Additional benefits revealed as you progress through the hiring process.

  • Financial Service Representative

    2 weeks ago

    Chatswood, Australia beBeeCustomerService Full time $64,400 - $84,400

    Job SummaryWe are seeking a highly motivated and results-driven Financial Service Representative to join our team. This individual will be responsible for providing exceptional customer service, building strong relationships with clients, and driving revenue growth through strategic sales efforts.

  • Financial Service Representative

    5 days ago

    Chatswood, Australia beBeeCustomerService Full time $45,000 - $75,000

    Role OverviewMoomoo is revolutionizing the investment landscape for Australians. A dynamic and purpose-driven team is seeking a skilled professional to lead client engagement in a retail store setting.Key ResponsibilitiesWelcome new clients, assist with account opening, and provide personalized support for navigating our platform.Address basic questions and...

  • Financial Services Representative

    1 week ago

    Chatswood, Australia beBeeCustomer Full time $60,000 - $80,000

    About Our Retail Store Associate RoleKey Responsibilities:Welcome and assist new clients with account opening and app navigation.Answer basic questions and help clients feel confident using our platform's innovative features.Support marketing events and workshops—be part of the buzz around our newest campaigns.Work with your team to keep store operations...

  • Financial Services Representative

    2 weeks ago

    Chatswood, Australia beBeeCustomerService Full time $60,000

    Key ResponsibilitiesThe successful candidate will be a key ambassador for our brand, delivering exceptional customer service that meets the high standards of our industry-leading reputation.Job DescriptionThis is an entry-level position that requires a strong orientation towards customer satisfaction and the ability to thrive in a fast-paced environment. The...

  • Financial Services Representative

    6 days ago

    Chatswood, Australia beBeeCustomerService Full time $60,000 - $80,000

    About Our Customer Service RoleAt our company, we are seeking highly motivated and customer-focused individuals to join our team as Customer Service Officers.This role involves providing prompt, professional, and high-quality support to clients through multiple communication channels.Deliver exceptional customer service via phone, live chat, and...

  • Career Opportunities in Financial Services

    2 weeks ago

    Chatswood, Australia beBeeService Full time $60,000

    Customer Service Representative OpportunityAre you a people person looking to start your career in the financial services industry? We have an exciting opportunity for a customer service representative to join our team.In this role, you will be the voice of our company, responding to client queries via phone, email, live chat, and messaging. You will act as...

  • Customer Service Representative

    1 week ago

    Chatswood, Australia AllAces Cleaning & Restoration Full time $60,000 - $80,000 per year

    Customer Service Representative – New South Wales Looking to grow your career with a company that invests in you? AllAces Cleaning & Restoration is excited to offer a fantastic opportunity for a Customer Service Representative to join our team in New South Wales. As market leaders in the Cleaning and Restoration industry, we deliver high-quality services...

  • Customer Service Representative

    2 weeks ago

    Chatswood, Australia beBeeCustomerService Full time $35,000 - $55,000

    Customer Service RepresentativeWe are seeking a hardworking and friendly individual who can provide exceptional customer service in a fast-paced environment.The ideal candidate will be able to interact with customers in a professional manner, ensuring they receive the best possible service.They will work closely with colleagues to take and present orders in...

  • Dell Financial Services

    1 week ago

    Chatswood, Australia Dell Full time

    Join us in Dell Financial Services as an Inside Sales Account Manager based in Chatswood (821 Pacific Highway, The Zenith, Tower A, Chatswood) and do the best work of your career and make a profound social impact. From developing brand new accounts to driving expansion across existing accounts, our sales makers are the direct line between our ground-breaking...

  • Customer Service Representative

    6 days ago

    Chatswood, Australia Haylo People Full time

    Flexible working arrangements - Career path progression and opportunities - Join a highly reputable insurance organisation We are working with a well-established global organisation currently experiencing growth in their customer service department. They have an exceptional reputation and put care at the forefront of all that they do. They invest a huge...