CareerPlan

Customer Experience Associate - Trading and Investment

Melbourne, VictoriaFull-time2026-10-07 → 2026-11-12
Hybrid

Core

Providing front-line support to clients across phone, email, web chat, and social media, including execution-only phone dealing and resolving trade disputes.

Role type

Customer Experience Associate (Trading and Investment)

Builds

Client support services and execution-only dealing for a global fintech platform.

Domain

Financial services / Trading and Investment

Deliverable

client delivery

Required skills

Mental arithmetic, attention to detail, literacy in MS Office, basic math skills

Preferred skills

Sales background, finance background

Responsibilities

Answering client queries on products and platforms, providing technical support for front-end platforms and chart packages, conducting audit checks and client administration tasks, proactively conversing with clients about financial markets and innovations