Customer Advocate

19 hours ago

Melbourne, Victoria, Australia Selfwealth by Syfe Full time $70,000 - $120,000 per year

Why this role matters

Syfe is APAC's leading digital wealth platform, empowering people to build their wealth for a better future. Managing well over US $10 billion in assets and built on the pillars of access, advice and affordability, the platform caters to the different wealth needs of individuals with diversified portfolios, cash management solutions and brokerage. Syfe has operations in Singapore, Hong Kong and Australia, and is approaching half a million users.

As a Customer Advocate, you'll join the Service Experience team to deliver exceptional customer experiences, foster a customer-first culture, and provide expert support in onboarding, account maintenance, trading and stock transfers.

Key responsibilities

Customer Advocacy and Services

  • Provide support to Selfwealth customers and advisers for all their needs. Build and maintain strong relationships with customers through effective communication and support, ensuring high levels of customer satisfaction and retention.
  • Champion customer-centric initiatives throughout the organisation to prioritise customer satisfaction and loyalty.
  • Collaborate with relevant stakeholders to resolve any issues that may arise and advocate for customer-centric solutions to prevent future occurrences.

Customer and Adviser Administration

  • Manage live chat support and process tickets for customer onboarding, account maintenance, trading, and stock transfers.
  • Meet all Service Level Agreements and quality metrics.

Risk and Compliance

  • Ensure compliance with regulatory requirements and internal policies, and assist in developing and implementing risk management strategies. Identify, escalate, and resolve complaints and high-risk transactions.

What you'll bring

  • Minimum 2 years of experience in day-to-day customer facing or operations roles such as onboarding, account maintenance, and stock transfers.
  • Strong Customer Service & Communications experience.
  • Proven track record of ensuring compliance for customers within financial services or wealth management platforms.
  • Facilitation of stock transfers and completion of HIN transfers.
  • Knowledge of regulatory requirements and confidentiality policies for customer information.

At Syfe, we live by the 3Hs:

  • Humility
    : We don't have all the answers, so we seek feedback, embrace challenges and encourage diverse perspectives to continuously improve and grow together.
  • Hunger
    : We set high standards for ourselves, looking to learn, grow and multiply our impact, while appreciating every opportunity and success along the way.
  • Hustle
    : We drive results collaboratively with passion and perseverance, pushing the limits of innovation to ensure the best outcomes and solutions for our customers.

What you'll get:

  • Join a growing start-up shaping the Australian investment landscape.
  • Hybrid working arrangement
  • An office location in Melbourne CBD, with a fully stocked pantry
  • Premium Selfwealth trading account & 20 free trades per quarter

If you're excited about this role, we'd love to hear from you.

  • Support Customer Advocate

    2 days ago

    Melbourne, Victoria, Australia beBeeCustomer Advocate Full time $60,000 - $99,000

    As a dedicated customer advocate, this role offers a fast-paced opportunity to support customers with after-sales enquiries.Key Responsibilities:Address product quality and transit damage issues, as well as spare parts requirements.Deliver exceptional customer service through prompt and effective issue resolution.Process customer claims and return...

  • Customer Advocate

    2 days ago

    Melbourne, Victoria, Australia beBeeEngagement Full time $85,075 - $103,895

    Customer Advocate RoleThe Customer Advocate is the face of our organization to customers, providing exceptional support and ensuring a seamless experience.This role involves establishing strong relationships with customers, acting as their champion and advocate. The Customer Advocate will work closely with technical teams to address and resolve customer...

  • Customer Experience Advocate

    1 week ago

    Melbourne, Victoria, Australia beBeeCustomerExperience Full time $70,000 - $99,000

    Job Title: Customer Experience AdvocateThe primary responsibility of a Customer Experience Advocate is to ensure seamless due diligence processes for customers seeking digital certificates. This role requires high levels of accuracy, attention to detail, and effective communication to guarantee customer satisfaction.

  • Customer Advocate

    2 weeks ago

    Melbourne, Victoria, Australia beBeeGrowth Full time $65,000 - $70,000

    Entry-Level Customer Advocate OpportunityThis is an exciting chance to become a valued member of our customer service team, contributing to the growth and success of our business.About the Role:Deliver effective brand awareness strategies to attract new customers across the country.Build strong relationships and maintain a successful customer...

  • Customer Advocate

    5 days ago

    Melbourne, Victoria, Australia Selfwealth by Syfe Full time

    OverviewSyfe is APAC's leading digital wealth platform, empowering people to build their wealth for a better future. Managing well over US$10 billion in assets, the platform offers access, advice and affordability across diversified portfolios, cash management solutions and brokerage. Syfe operates in Singapore, Hong Kong and Australia and serves nearly half...

  • Customer Experience Advocate

    2 days ago

    Melbourne, Victoria, Australia beBeeAdvocate Full time $84,000 - $114,400

    We are seeking a highly skilled professional to join our team as a Customer Experience Advocate.Job DescriptionThe ideal candidate will have 1-3 years' experience or recent graduates with relevant internships or part-time work. They will be responsible for ensuring high levels of customer satisfaction through excellent service and providing feedback to the...

  • Customer Experience Advocate

    7 days ago

    Melbourne, Victoria, Australia beBeeCustomerExperience Full time $60,000 - $75,000

    Customer Experience AdvocateWe are seeking a skilled Customer Experience Advocate to join our National Customer Care team.Key Responsibilities:Deliver exceptional customer service via phone and email, striving for first-contact resolution.Manage and expedite orders to meet delivery expectations and performance metrics.Proactively identify customer needs and...

  • Customer Care Advocate

    21 hours ago

    Melbourne, Victoria, Australia beBeeCare Full time $93,000 - $110,000

    Job DescriptionWe are seeking a compassionate and skilled professional to join our team as a Customer Care Advocate.As a Customer Care Advocate, you will play a vital role in guiding customers through their care journey, building trusted relationships, and delivering safe, person-centred care.Key responsibilities include:Conducting onboarding assessments and...

  • Customer Service Advocate

    2 days ago

    Melbourne, Victoria, Australia beBeeCustomerService Full time $70,000 - $95,000

    **Job Overview**As a Customer Service Advocate, you will play a vital role in delivering exceptional instrument service and support to our customers.You will serve as the primary point of contact for customers requiring repair of an instrument, working closely with Field Service Engineers to ensure timely scheduling, completion of jobs, and billing. Your...

  • Customer Advocate

    6 days ago

    Melbourne, Victoria, Australia beBeeCustomer Full time $45,000 - $80,000

    Transforming lives one customer at a time.We believe in empowering businesses to thrive by providing intuitive technology solutions that streamline operations and enhance productivity.Job OverviewThis is an exciting opportunity to join our team as a proactive advocate for customer needs. As a key member of our support team, you will own customer challenges...