Client Service Specialist - Melbourne
Core
Welcome and assist new clients with account opening and app navigation in an experiential store, guiding them through the platform and supporting client acquisition goals.
Role type
Client Service Specialist (Retail/Store)
Builds
Client onboarding and acquisition for a digital investment platform
Domain
Wealth-tech / Financial Services
Deliverable
client delivery
Required skills
Customer service, account opening assistance, app navigation guidance, basic financial market knowledge, compliance documentation, lead follow-up
Preferred skills
Retail or store sales experience, team management or training experience, familiarity with pop-up store operations, knowledge of local community resources
Technologies
Digital investment platforms, app navigation tools
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