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1. A collaborative and supportive team culture
* A collaborative and supportive team culture
* Ongoing professional development
About Our Client
Headquartered in Melbourne, this leader in financial services and wealth has grown significantly over the past nine years to become a globally recognised brokerage firm. By fostering a culture that blends deep financial expertise with professional service excellence, the organisation is building a bridge between modern financial solutions and traditional wealth management.
Job Description
* Deliver prompt, friendly, and professional support via chat, phone, and email
* Assist clients with inquiries, troubleshooting, and understanding the firm's platform and operational processes
* Collaborate with brokers, associates, and internal teams to execute transactions
* Monitor and facilitate client transactions to ensure a seamless experience
* Resolve complex client cases in collaboration with cross-functional teams
* Document and track customer interactions using tools such as Zoom Phone, Intercom, Slack, Asana, and Salesforce
* Triage internal support tickets and assist in debugging product-related issues
* Contribute to the continuous improvement of client support processes
* Build and maintain long-term client relationships based on trust and satisfaction
Skills
* Excellent written and verbal communication skills in English
* Strong problem-solving and analytical abilities with attention to detail
* Ability to multitask and thrive in a fast-paced environment
* Empathy, patience, and a client-first mindset
* Familiarity with tools like Zoom Phone, Intercom, Slack, Asana, and Salesforce is preferred (training provided)
* A modest understanding of financial markets and infrastructure is preferred but not essential
The Successful Applicant
The ideal candidate may already be working within customer services or come from a background where their skills are highly transferable. They will excel at building long-term relationships, fostering trust and satisfaction, and demonstrating a passion for delivering exceptional service. This is a unique opportunity to contribute to the growth of a high-performing organisation that values results, outcomes, and most importantly people.
What's On Offer
* Learn from a team of experienced financial services professionals
* Ongoing training and development opportunities supported by leadership
* Competitive salary package with performance-based incentives and growth potential
* Access to cutting-edge technology and market insights
* A collaborative and supportive team culture
If you are passionate about client service and are eager to grow in the financial services industry, we encourage you to apply today
Contact: Leasha Adaway
Quote job ref: JN-072025-6783593
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
* Industries
Financial Services, Accounting, and Banking
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