Financial Services Role

1 day ago


Adelaide, South Australia beBeeCommunication Full time $60,000 - $80,000

Customer Service Representative Opportunity

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The role involves providing exceptional customer service to existing and prospective clients, employers, and financial advisors through a comprehensive suite of wealth management products and services. The Customer Service Representative will be responsible for guiding customers through our services, ensuring their satisfaction at every touchpoint.

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Key Responsibilities include:

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  • Guide customers through our suite of wealth management products and services.\
  • Deliver exceptional customer service that fosters trust and exceeds expectations.\
  • Become adept at utilizing multiple computer systems while maintaining clear and engaging conversations with clients.\
  • Develop knowledge of financial products and stay up to date on industry trends to provide expert guidance.\
  • Uphold the highest ethical standards, adhering to all regulations and procedures.\
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