Customer Experience Associate - Trading and Investment
HybridMelbourne, Victoria, Australia
Job Summary
Provide front-line support to clients across phone, email, web chat, and social media by answering queries on products and platforms. Deliver execution-only phone dealing services after training, resolve trade disputes, and offer technical support for front-end platforms and chart packages. Proactively engage clients on financial markets and innovations while conducting audit checks and client administration tasks. Requires a degree-level education, fluency in English, and strong numeracy skills; a sales background is advantageous. Hybrid working model includes three days in the office.
Required Qualifications
- A degree-level education (or similar experience)
- Fluency in English (written and spoken)
- A genuine interest in the financial markets
- Excellent interpersonal and communication skills
- Confident to employ basic math skills, particularly mental arithmetic
- Literacy in MS Office
- 3 days in the office
Desired Qualifications
- A background in finance
- A sales background
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