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Customer Advocate – Australia

Client Service • Melbourne CBD, Victoria 3000, Australia • Full-time

Description

About us

Syfe is APAC’s leading digital wealth platform, empowering people to build their wealth for a better future. Managing well over US $10 billion in assets and built on the pillars of access, advice and affordability, the platform caters to the different wealth needs of individuals with diversified portfolios, cash management solutions and brokerage. Syfe has operations in Singapore, Hong Kong and Australia, and is approaching half a million users.

What you’ll do

Great customer experiences don’t happen by accident, they’re built by people who care, stay curious, and aren’t afraid of change.

At Selfwealth by Syfe, we’re redefining how everyday people get started with investing.

Our platform is built to simplify trading, and we’re growing fast, which means we’re constantly rolling out new features, improvements, and smarter ways of doing things.

As a Customer Advocate, you’ll sit at the intersection of customers and product. You’ll support customers with questions about our product, its features, and their own activity on the platform, and guide them through ongoing platform changes as we evolve. Just as importantly, you’ll feed real customer insights back into the business, helping shape improvements and influence what we build next.

This role is ideal for someone who thrives in a dynamic environment, enjoys learning on the fly, and brings a mindset of “how can this be better?” If you’re excited by innovation, growth, and making a genuine impact on customers’ confidence and success, you’ll feel right at home here.

Key responsibilities

Customer Advocacy and Services

  • Support customers across phone, chat and email, providing clear, confident and empathetic help
  • Guide customers through onboarding, account updates, trading and platform-related questions
  • Build trust with customers through thoughtful communication and strong follow-through
  • Work closely with internal teams to resolve customer issues end-to-end
  • Identify recurring customer pain points and proactively raise opportunities to improve processes and experiences
  • Act as a strong advocate for the customer in internal conversation.

What we’re looking for

  • You genuinely enjoy talking to customers and helping them solve problems
  • You’re confident communicating across phone, chat and email
  • You bring a calm, positive and solutions-focused approach — even when things are complex
  • You take ownership and follow issues through to resolution
  • You’re curious and willing to challenge processes when they create friction for customers

Experience

  • 1-2 years experience in a customer-facing role, ideally supporting customers via phone, chat and email
  • Experience in financial services, fintech, or another digital platform environment
  • Exposure to onboarding, account maintenance or platform support is a plus
  • Comfortable learning new systems and explaining complex information in simple, human terms

How we work

At Syfe, we live by the 3Hs:

  • Humility: We don’t have all the answers, so we seek feedback, embrace challenges and encourage diverse perspectives to continuously improve and grow together.
  • Hunger: We set high standards for ourselves, looking to learn, grow and multiply our impact, while appreciating every opportunity and success along the way.
  • Hustle: We drive results collaboratively with passion and perseverance, pushing the limits of innovation to ensure the best outcomes and solutions for our customers.

How we invest in you

  • Hybrid work and modern offices
  • Learning budget and clear pathways for career growth
  • Wellbeing support and flexible leave

You’ll join a team that values ownership, curiosity and continuous improvement. You’ll work across the full customer journey, have a genuine voice in improving how things work, and help customers invest with confidence — which really matters.

If you’re excited about this role, we’d love to hear from you.

Role Type

Permanent • Full-time • Associate

Pay Rate

70000 AUD – 75000 AUD (Annum)

Company Overview

Selfwealth by Syfe champions a culture focused on innovation, collaboration, and empowerment, underpinned by values that stress the importance of customer-centric growth and technological advancement. This nurturing atmosphere promotes continuous learning and professional development, facilitating a dynamic team environment that thrives on making impactful contributions to the fintech landscape.
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