Client Service Specialist - Sydney
Core
Welcome and assist new clients with account opening and app navigation in an experiential store, guiding them through the platform and supporting marketing events.
Role type
Client Service Specialist (Retail/Store)
Builds
Client acquisition and onboarding for a digital brokerage 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, pop-up store operations experience, familiarity with mall partnership processes
Technologies
Digital brokerage platforms, mobile apps
Responsibilities
Welcome and assist new clients with account opening and app navigation, answer basic questions to help clients use platform features, support marketing events and workshops, maintain store operations, handle documentation and compliance, assist sales efforts by following up on leads
