Wealth Client Service Representative (Graduate Opportunity)

Bell Direct; Sydney; On-site; AUD 50,000 - 65,000; Full time

Benefits offered by this job

Onboarding training

Qualification support

Market exposure

Diverse culture

Career pathways

Job summary

Bell Direct in Sydney is seeking a recent graduate to join our client service team, supporting clients and advisers across Australia in their wealth creation journey.

You will deliver exceptional support via phone, email and live chat, learn trading systems and wealth products, and develop confidence in financial products. This role offers comprehensive onboarding and a clear path to career advancement in wealth management.

Qualifications

• Recent graduate in Business, Finance, Commerce or related field.
• Excellent communication and problem-solving skills.
• Detail-oriented, proactive and tech-savvy with multiple systems.
• Strong collaborator seeking a long-term career in financial services.

Responsibilities

• Deliver exceptional customer support via phone, email, and live chat.
• Assist retail clients and advisers with trading and investment needs.
• Learn about trading systems, wealth products, and investment platforms.
• Collaborate with cross-country teams to sharpen communication.
• Contribute ideas to improve client experience and Bell Direct's service.

Skills

Communication

Problem solving

Detail-oriented

Teamwork

Education

Bachelor's degree in Business/Finance/Commerce

Tools

Trading platforms

Job description

Bell Direct is an award-winning online broking business and a subsidiary of the ASX listed Bell Financial Group (BFG). We provide trading and investing services and support to Australians via our brand Bell Direct as well as to clients of several large Australian banking brands. Having launched in 2007, we are well established with a strong broking heritage.

Kickstart your career in finacial services with this trusted and recognised Australian listed business - and make a difference for everyday investors.

The Opportunity

At Bell Direct, we believe in empowering investors to take control of thier financial funture. Join our Sydney-based client service team and gain hands-on experience supporting clients and advisers across Australia in their wealth creation journey.

You will learn how markets work, develop confidence in financial products and build a strong foundation for a career in wealth management.

What You'll Do

• Deliver exceptional customer support to clients via phone, email, and live chat.
• Assist retail clients and financial advisers with their trading and investment needs.
• Learn about trading systems, wealth products, and investment platforms.
• Work with dynamic teams across multiple countries and sharpen your communication skills.
• Contribute ideas to help improve the client experience and shape the future of Bell Direct’s service.

Who You Are

• A recent graduate in Business, Finance, Commerce or a related field.
• A great communicator who enjoys helping people and solving problems.
• Detail-oriented, proactive, and comfortable using multiple systems and tools.
• Someone who thrives in a collaborative team environment and wants to build a long-term career in financial services.

What We Offer

• Comprehensive onboarding and product training.
• Access and support to obtain foundational industry qualifications.
• Exposure to financial markets, trading systems and investement operations.
• A diverse and inclusive culture that values learning and collaboration.
• Career pathways to progres in wealth management roles including client advisory, trading, research and beyond.

Please note that only successful candidates will be notified.