
Financial Services Specialist
4 days ago
We are seeking a highly skilled Financial Services Specialist to join our team. This individual will be responsible for managing inquiries from financial advisors and customers, providing consultative conversations regarding complex products, and utilizing first-class customer service skills to identify client needs.
Key Responsibilities:- Manage enquiries from Financial Advisors and customers through live chat platforms and phone calls.
- Have consultative conversations regarding complex products including superannuation, trading and wrap.
- Use first-class customer service skills to identify the client's needs, through effective questioning and active listening skills.
- Demonstrated experience in the field of Wealth – Superannuation, Trading and Wrap.
- Previous experience in customer service within a contact centre environment based in the finance or banking industries.
- Confident individuals who can have consultative conversations and understand complex products.
- Excellent communication skills and strong analytical ability.
- A dynamic work environment with a supportive, collaborative team.
- True career progression – opportunities for growth and development.
- Permanent, Full-Time Hybrid Work from Home and office positions available.
- Full Time hours – rotating roster Monday to Friday.
- Full training provided with ongoing support and development.
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Financial Advisory Administration
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Sydney, New South Wales, Australia BFG Financial Services Full timeBFG Financial Services is a leading accounting practice based in Macquarie Park. We specialise in providing independent personal financial advice on a 'fee for service' basis.About the RoleWe're seeking a client-focused individual with a university degree (preferably in business, finance, or a related discipline) to join our team full-time. This is an...
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Only 24h Left Client Services Specialist
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Sydney, New South Wales, Australia UBS Financial Services Full timeAre you customer-centric focused with a great track record of resolving enquiries? Do you use innovative approaches to identify and address client needs?We're looking for an ETD & PB Client Middle Office (CMO) Specialist to:1. Provide excellent client service to ETD (Exchange Traded Derivatives) and Prime Brokerage (PB) clients by monitoring, investigating,...
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Financial Services Specialist
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Sydney, New South Wales, Australia beBeeCustomer Full time $55,000 - $110,000Job DescriptionWe are seeking a professional to work with customers in-person and over the phone to understand their financial needs and provide expert product knowledge to assist them in achieving their goals. You will refer customers to our specialist teams and coach them on our digital banking offerings.This role requires strong sales and customer service...
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Financial Services Specialist
4 days ago
Sydney, New South Wales, Australia beBeeAccountant Full time $100,000 - $110,000Financial Services SpecialistWe are seeking a highly skilled Financial Services Specialist to join our team. As a key member of our finance department, you will play a vital role in ensuring the accuracy and integrity of our financial records.Responsibilities:Enter financial transactions into accounting software, ensuring all data is current and correct, and...
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Client Service Officer
3 days ago
Sydney, New South Wales, Australia Insignia Financial Full timeAdd expected salary to your profile for insightsInsignia Financial Ltd. is an Australian financial services company which offers a range of products and services including financial advice, superannuation, investment management and trustee servicesChampion providing client service and administrative adviser supportLocation: Sydney CBD or ParramattaPermanent...
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Associate, Financial Risk Advisory
2 weeks ago
Sydney, New South Wales, Australia Chatham Financial Full timeJoin to apply for the Associate, Financial Risk Advisory role at Chatham Financial2 days ago Be among the first 25 applicants Join to apply for the Associate, Financial Risk Advisory role at Chatham Financial Get AI-powered advice on this job and more exclusive features.Overview We don't simply hire employees.We invest in them.When you work at Chatham, we...
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Associate, Financial Risk Advisory
4 weeks ago
Sydney, New South Wales, Australia Chatham Financial Full timeJoin to apply for the Associate, Financial Risk Advisory role at Chatham Financial2 days ago Be among the first 25 applicantsJoin to apply for the Associate, Financial Risk Advisory role at Chatham FinancialGet AI-powered advice on this job and more exclusive features.OverviewWe don't simply hire employees. We invest in them. When you work at Chatham, we...
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Associate, Financial Risk Advisory
2 weeks ago
Sydney, New South Wales, Australia Chatham Financial Full timeJoin to apply for the Associate, Financial Risk Advisory role at Chatham Financial2 days ago Be among the first 25 applicantsJoin to apply for the Associate, Financial Risk Advisory role at Chatham FinancialGet AI-powered advice on this job and more exclusive features.OverviewWe don't simply hire employees. We invest in them. When you work at Chatham, we...
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Client Service Officer
3 days ago
Sydney, New South Wales, Australia Insignia Financial Full timeAdd expected salary to your profile for insightsInsignia Financial Ltd. is an Australian financial services company which offers a range of products and services including financial advice, superannuation, investment management and trustee servicesChampion providing client service and administrative adviser supportLocation: Sydney CBD or ParramattaPermanent...
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Financial Services Specialist
3 days ago
Sydney, New South Wales, Australia beBeeRisk Full time $130,000 - $140,000Job Title: Financial Services SpecialistA challenging role for a dedicated individual to assess mortgage applications, enhance credit processes and implement workflow automation.Key Responsibilities:Assess mortgage applications from submission to settlement efficientlyCollaborate with brokers, customers and internal teams to resolve queries promptly and...