Client Service Specialist
ASX-Listed | Growing FinTech | B2C | Sydney CBD (Hybrid)
$70k–$80k + super | Full-time, Permanent
If you're someone who genuinely lovesclient and customer serviceand wants to be part of shaping thecustomer experiencerepresentinginvestment products, then this might be the role for you.
Join a fast-growing,ASX-listed financial services businessthat's delivering impressive results following the launch of a new product. With strong momentum and continued growth, they're now expanding theirclient service team.
Thisdigital-first B2C investment solutionis transforming how customers access competitive returns — combiningsimplicity, transparency, and performance. Designed for ease and backed by a highly engaged team, it operates within a fast-growing, regulatedFinTechenvironment.
What you'll be doing:
- Responding to inbound enquiries viaphone, email, and live chat
- Guiding prospective customers throughonboarding, product information, and FAQs
- Assisting existing clients withdocumentation, tax statement queries, and troubleshooting
- Using available tools, templates, and resources to deliver genuine, first-classcustomer support
- Liaising with cross-functional teams to ensure a smoothcustomer journey
- Providing generaladmin supportto wider business operations
About you:
- 1+ year of experience in aclient serviceorphone-based role
- Experience in a regulated orfinancial services/FinTechenvironment is preferred
- Strong communication skills, empathy, and acustomer-first mindset
- Take satisfaction insolving problemsand building trusted relationships with clients
- Thrive in acollaborative environmentand enjoy being part of a growing team
- Flexible hybrid working
- Sydney CBDoffices, close to transport
- $70–$80,000 + super (depending on experience)
- Stable, supportive environment with long-term growth potential
Customer Service Specialist in Sydney employer: Keegan Adams Recruitment
Join a dynamic and forward-thinking Private Wealth firm that prioritises employee growth and development, offering a unique opportunity to shape the FP&A function while working closely with the executive team. With a strong emphasis on collaboration and innovation, this role not only provides significant exposure to senior leadership but also encourages a culture of continuous improvement and strategic influence. Enjoy a supportive work environment that values your insights and contributions, making it an excellent place for professionals seeking meaningful and rewarding employment.
