Customer Success Ambassador

5 days ago

Sydney, New South Wales, Australia beBeeCustomerSupport Full time

About this Role:

Stake is looking for Customer Success Analysts to join our team, with a flexible hybrid working model. This role will be required to work on weekends.

We're an Australian investing platform that helps ambitious people confidently grow their wealth. By offering seamless, immersive access to the share markets, we've empowered a new wave of investors. Stake has grown fast from a fintech startup into a robust financial services company. Today we have 700,000+ customers and more than A$5 billion under administration.

At Stake, we break barriers in everything we do. Just like our customers, we're driven by ambition. Our desire for continuous growth creates a collaborative and high-performance environment.

We're a unified team moving towards a shared vision: to unleash the investor in everyone.


  • The Key Responsibilities of this Role Include:
  • Providing Exceptional Customer Support:
    • Deliver an exceptional level of service promptly, professionally, and empathetically to customer inquiries across a range of contact channels.
    • Troubleshoot and resolve customer issues related to account management, trading, deposits, withdrawals, and other platform functionalities.
    • Provide accurate and clear information about Stake features, fees, and processes.
    • Educate customers on platform usage and best practices.
    • Maintain a high level of customer satisfaction and build strong relationships.
  • Develop a Strong Understanding of Stake Products, Services, and Features.
  • Stay Up-to-Date on Relevant Industry Trends, Regulations, and Compliance Requirements.
  • Investigate and Resolve Complex Customer Issues, Escalating to Relevant Teams When Necessary.
  • Identify Trends in Customer Queries and Communicate with Team and Stakeholders to Recommend Opportunities for Improvement.
  • Proactively Identify and Address Potential Customer Pain Points.
  • Adhere to All Relevant Financial Services Regulations and Compliance Requirements.
  • Ensure That Customer Interactions Are Conducted Ethically and in Accordance with Stake's Policies.
  • Identify and Report Any Potential Risks or Compliance Issues.


  • The Ideal Candidate Will Possess:
  • 1+ Years of Experience in a Customer Service or Support Role
  • Excellent Written and Verbal Communication Skills.
  • Strong Problem-Solving and Analytical Skills.
  • A Self-Starter with a Love of Learning.
  • Ability to Work Effectively in a Fast-Paced Environment.
  • Proficiency in CRM Systems and Other Relevant Technologies.
  • A Passion for Providing Exceptional Customer Experiences.
  • Knowledge of Financial Services Regulations and Practices.
  • Experience with Online Trading Platforms.


What We Offer:

We provide a unique opportunity to work autonomously while learning from some of the best talent in the industry. You'll play a meaningful role in building a company with loads of positive momentum and excitement around it.

We offer a range of benefits, including professional development allowance, wellbeing allowance, up to 16 weeks of paid parental leave, childcare allowance, extra paid leave during tough times, discretionary performance bonus, and talent referral bonus.

Stake is an equal opportunity employer that values diversity. We're proactive about providing an inclusive work environment and do not discriminate based on race, religion, nationality, gender, sexual orientation, age, or disability status.

We're also endorsed by WORK180 as a great employer for women.

Stake placed 1st in the 2024 AFR BOSS Best Places to Work list for the Banking, Superannuation & Financial Services category, across all of Australia and New Zealand.

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