Customer Advocate

4 days ago

Melbourne, Victoria, Australia Selfwealth By Syfe Full time

Overview
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, 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 a million users.
As a Customer Advocate, you will 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.
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.
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
Note
We live by the 3Hs: Humility, Hunger, Hustle, and strive to deliver the best outcomes for customers.
#J-18808-Ljbffr

  • Support Customer Advocate

    1 week 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

    1 week 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 Advocate

    5 days ago

    Melbourne, Victoria, Australia beBeeCustomer Full time $60,000 - $90,000

    Customer AdvocateWe seek a skilled customer advocate to provide exceptional service in high-pressure situations.Main Responsibilities:Offer quality customer service with empathy and understanding.Guide customers through account hardship processes.Review and assess hardship applications from various sources.Complete administrative tasks, including processing...

  • Customer Experience Advocate

    5 days ago

    Melbourne, Victoria, Australia beBeePublishing Full time $60,000 - $80,000

    Job Title:">Customer Experience Advocate">We are seeking a skilled and dedicated Customer Experience Advocate to join our team. As a key member of our innovative team, you will play a vital role in revolutionizing the way publishers make books available in an on-demand world.

  • Customer Advocate

    2 weeks 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 Advocate

    3 days ago

    Melbourne, Victoria, Australia Selfwealth By Syfe Full time

    Why this role mattersSyfe 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...

  • Customer Experience Advocate

    1 week 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 Advocate

    7 days ago

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

    Why this role mattersSyfe 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...

  • Customer Advocate

    3 days ago

    Melbourne, Victoria, Australia Alinta Energy Full time

    **Melbourne based with the ability to work mostly from home**:- **Improve the quality of customers' experiences by effective resolution of issues**:- **Flexible Hybrid Working |Energy Discounts |Career Growth Opportunities****_The better way forward_**As one of Australia's biggest energy retailers, with over 1.1 million customers, we have big plans for how...

  • Customer Experience Advocate

    2 weeks 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...