A leading global financial technology company based in Sydney, are seeking a motivated Customer Success Officer to join a dynamic foreign exchange dealing team.
Reporting to the Team Leader, you will be responsible for ensuring clients achieve their goals by effectively using products and services. You will act as a liaison between the clients and internal teams, providing support and insights to enhance customer satisfaction and retention.
- Client onboarding: Facilitate a smooth onboarding process for new clients.
- Customer Support: Address client inquiries and issues promptly via email, phone, and chat, providing solutions and guidance to enhance their experience.
- Relationship management: Use your interpersonal skills to build and maintain relationships with prospective and existing customers.
- Feedback Loop: Gather client feedback and insights, collaborating with internal teams to improve products and services based on customer needs.
- Documentation: Maintain detailed and high level of accuracy records in our trading system.
- Collaboration: Work closely with other teams to align customer feedback with company goals and initiatives.
Requirements
- Degree holder in any discipline; bachelor’s degree in finance, economics, or a related field preferred.
- Previous experience in customer success or a similar role within the financial services or fintech industry is highly regarded.
- Strong knowledge of foreign exchange markets and payment solutions.
- Excellent communication and interpersonal skills.
- Customer centric, hardworking, detail oriented with a can-do attitude.
- Proficiency in MS Office (Word, Excel, Outlook).
Ideally, we are looking for someone with financial interest or fx background, Sinhala and/or Nepali speaking.
This is an entry level role so open to graduate candidates as long as you have a keen interest in the finance services industry. In return, we will offer you monthly team building events, birthday leave and a competitive package including bi-annual performance bonus.