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Financial services consultant

Melbourne
beBeeCustomer
Posted: 13 December
Offer description

As a Customer Service Specialist, you will focus on delivering exceptional customer experiences and financial solutions. Your role will involve supporting account maintenance, conducting comprehensive financial assessments, and engaging in in-depth customer conversations.


Key Responsibilities

* Supporting account maintenance and conducting thorough financial assessments
* Engaging in in-depth customer conversations and providing personalized financial guidance
* Working in a dynamic environment to help customers achieve their financial objectives


Requirements

* Experience in retail or financial services
* Strong communication skills with the ability to build rapport with customers
* Commitment to customer-centric service with a focus on empathy and understanding


Benefits

* Opportunity to work in a fast-paced and dynamic environment
* Chance to develop strong relationships with customers and colleagues alike
* Professional growth and development opportunities

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