Customer Service Specialist
- Respond to inbound enquiries via phone, email, and live chat.
- Guide prospective customers through onboarding and product information.
- Assist existing clients with documentation and troubleshooting.
Client Service Specialist
ASX-Listed | Growing FinTech | B2C | Sydney CBD (Hybrid)
$70k–$80k + super | Full-time, Permanent
If you’re someone who genuinely loves client and customer service and wants to be part of shaping the customer experience representing investment products, then this might be the role for you.
Join a fast-growing, ASX-listed financial services business that’s delivering impressive results following the launch of a new product. With strong momentum and continued growth, they’re now expanding their client service team.
This digital-first B2C investment solution is transforming how customers access competitive returns — combining simplicity, transparency, and performance. Designed for ease and backed by a highly engaged team, it operates within a fast-growing, regulated FinTech environment.
What you’ll be doing:
- Responding to inbound enquiries via phone, email, and live chat.
- Guiding prospective customers through onboarding, product information, and FAQs.
- Assisting existing clients with documentation, tax statement queries, and troubleshooting.
- Using available tools, templates, and resources to deliver genuine, first-class customer support.
- Liaising with cross-functional teams to ensure a smooth customer journey.
- Providing general admin support to wider business operations.
About you:
- 1+ year of experience in a client service or phone-based role.
- Experience in a regulated or financial services/FinTech environment is preferred.
- Strong communication skills, empathy, and a customer-first mindset.
- Take satisfaction in solving problems and building trusted relationships with clients.
- Thrive in a collaborative environment and enjoy being part of a growing team.
Finer details:
- Flexible hybrid working
- Sydney CBD offices, close to transport
- $70–$80,000 + super (depending on experience)
- Stable, supportive environment with long-term growth potential
If you’re looking for a role where your passion for customer service is valued – and want to make a genuine impact through customer experience while being part of a fast-scaling FinTech – apply now.
Consultant
Alice Pipes
Director
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Reference number: 12915
Profession:Business Support
Company: Keegan Adams
Date posted: 7th Jul, 2026
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