Financial Services Specialist

4 days ago

Sydney, New South Wales, Australia beBeeCustomerService Full time $100,000 - $120,000
Financial Services Specialist

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.
Required Skills and Qualifications:
  • 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.
Benefits:
  • 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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