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Customer Support Representative - Financial Services

Hi! And thanks for stopping by! 

We’re MYOB, a business management platform designed to unleash the potential of businesses across Australia and New Zealand! As the #originalstartup, our roots are in finance and accounting software, but today we are so much more. We help our Aussie and Kiwi customers unleash their full potential, giving them the tools to Start, Survive and Succeed: all in the one place.

We’re always on the hunt for those who bring a different perspective, diversity of thought and the drive to make our culture even better. Take your career to a new dimension at MYOB. 


About the Team

This is a team that needs no introduction because customers drive our world.  Support, Success & Consulting Services represent the voice of our customers and are a highly collaborative conduit between Sales, Tech, Product, and Marketing, ensuring the needs of our SME & Enterprise customers are understood and reflected across the business.


About the Role

As a Customer Support Representative, you'll be a key driver of exceptional customer experiences, directly influencing satisfaction, retention, and brand loyalty. Your role shapes the customer journey and provides valuable insights that support the long-term success of the business. This role is critical in shaping the customer experience, influencing brand loyalty, and driving strategic insights that contribute to overall business outcomes and strategy.


What You'll Be Doing

- Serve as the first point of contact for clients via phone, email, and chat, providing prompt, courteous, and accurate responses to inquiries about accounts, transactions, products, and services. 

- Resolve customer issues, troubleshoot problems, and ensure that all concerns are addressed in a timely and professional manner. 

- Assist customers in navigating and utilizing the full range of product features, answering questions, and troubleshooting common issues to ensure successful product adoption. 

- Provide ongoing support and resources to help customers stay informed about product updates, new features, and optimized ways to use the product. 

- Investigate and resolve customer issues, including account discrepancies, payment issues, and transaction concerns, while keeping customers informed of progress. 

- Escalate complex issues appropriately, ensuring resolution in line with service level agreements. 

- Adhere to all relevant financial regulations, policies, and procedures to ensure compliance and mitigate risk during customer interactions. 

- Collect customer feedback and provide insights to management on potential improvements to products, services, or customer processes. 

- Assist in identifying recurring issues or trends and work with relevant teams to propose solutions for improved customer satisfaction. 


About You

- Excellent verbal and written communication skills, with the ability to clearly explain solutions and outcomes to customers. 

 - Strong attention to detail, ensuring accurate data entry, issue resolution, and follow-up. 

 - Ability to work effectively as part of a team, contributing to team goals and collaborating with colleagues across departments. 

- Comfortable with change and able to adjust to evolving processes, tools, and customer needs. 

 - Strong critical thinking skills, with the ability to resolve issues independently and escalate when necessary


Our Culture & Benefits 

Our values have stood the test of time. If you want to work and collaborate where opinions are valued, and your ideas can make a difference, come to a place where Your Work Matters.  

🎥 See what it's like to work at MYOB and what we're all about.


🎯 Do your best work in a flexible work environment, right down to financial assistance to set up your home office…it’s called Flexperience, and it’s designed by you and your team! 

🎯 Our partnership with Smiling Mind helps support the wellbeing of our team members and customers 

🎯 Drive your own learning via conferences, in-house training, LinkedIn Learning, study assistance and a strong focus on leaders creating a learning environment 

🎯 A multitude of leave options including up to an additional four weeks of purchased leave, generous parental leave, domestic violence leave, transgender leave, volunteer leave, study leave, plus more! 

🎯 Communities built around ‘Wellness’, ‘Belonging’ and the ‘Planet’ where you can make a meaningful contribution 

🎯 Access to best-in-class discounts and vouchers from leading retailers, and a lot more. 


We are proud to be a Circle Back Initiative Employer and we commit to responding to every applicant.  


MYOB are an equal opportunity employer and we champion diversity. Don’t meet every single requirement of this role? Still apply!  Research tells us that that women and underrepresented groups are less likely to apply unless they meet every single requirement.  At MYOB we believe that the right hire is someone who makes an addition to our culture, rather than someone who fits in and conforms to our status quo. Moving to ‘Culture Add’ means adding team members who not only value MYOBs standards and workplace culture, but also bring an aspect of diversity that positively contributes to MYOB.  So, if you’re excited about this role, or about MYOB, we’d still love to hear from you!

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Average salary estimate

$70000 / YEARLY (est.)
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$60000K
$80000K

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What You Should Know About Customer Support Representative - Financial Services, MYOB

Hey there! We're thrilled you're taking the time to learn more about the Customer Support Representative role at MYOB in Melbourne, Australia. As a key player in our team, you'll be the friendly voice helping our customers navigate their business management needs. At MYOB, we pride ourselves on being the original startup for finance and accounting software, evolving into so much more as we empower our users to Start, Survive, and Succeed. Your focus will be on providing outstanding support through various channels, ensuring our clients feel valued and heard. In this role, you'll tackle inquiries about accounts and transactions, troubleshoot issues, and promote product features that drive successful adoption. Collaborating with other departments, you'll collect customer feedback and contribute to enhancing our offerings. We know our culture thrives on diversity and innovation, so your unique perspective will be welcomed here. Plus, we offer incredible perks like flexible working, professional development opportunities, and a commitment to your wellbeing. If you're ready for a role where your contributions directly impact customer satisfaction and business success, MYOB is the perfect place to grow your career!

Frequently Asked Questions (FAQs) for Customer Support Representative - Financial Services Role at MYOB
What are the main duties of a Customer Support Representative at MYOB?

As a Customer Support Representative at MYOB, your primary duties include serving as the initial point of contact for clients, responding to inquiries regarding accounts, products, and services via phone, email, or chat. You will resolve customer issues, troubleshoot problems, assist customers in utilizing product features, and provide ongoing support and resources. Additionally, you’ll investigate discrepancies, ensure compliance with financial regulations, and gather customer feedback to help enhance our services.

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What skills are required to be a successful Customer Support Representative at MYOB?

To thrive as a Customer Support Representative at MYOB, excellent verbal and written communication skills are critical. You’ll need a strong attention to detail and the ability to work collaboratively within a team. Adaptability to change and the capability to solve problems independently are essential qualities. Having strong critical thinking skills will also help you in effectively resolving customer issues to ensure satisfaction.

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What is the career progression for a Customer Support Representative at MYOB?

At MYOB, the career progression for a Customer Support Representative can lead to various paths within the organization. Starting in support, you may advance to roles such as Customer Success Manager, Team Lead, or even into specialized areas like Product Management or Consulting Services. The company encourages professional development and supports your learning journey through training programs and resources.

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How does MYOB support work-life balance for Customer Support Representatives?

MYOB is dedicated to promoting a healthy work-life balance for all employees, including Customer Support Representatives. The company offers a flexible work environment, which allows you to tailor your work schedule to fit your lifestyle. Additionally, MYOB provides various leave options, wellness initiatives, and resources to support your wellbeing at work and home, ensuring you can thrive in your role.

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What does MYOB do to foster a diverse and inclusive workplace for Customer Support Representatives?

MYOB is committed to fostering a diverse and inclusive workplace, recognizing that varied perspectives enhance our culture and improve customer experiences. As a Customer Support Representative, you'll be part of a team that champions diversity, and we encourage all candidates to apply, even if they don't meet every requirement. Our focus on 'Culture Add' means we're looking for individuals who not only align with our values but also bring unique experiences and viewpoints that enrich our community.

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Common Interview Questions for Customer Support Representative - Financial Services
How would you handle a challenging customer interaction as a Customer Support Representative?

To effectively handle challenging customer interactions, I'd first remain calm and listen attentively to the customer's concerns. I would empathize with their situation and reassure them that I’m here to help. Then, I'd clarify the issue and outline the steps I would take to resolve it, ensuring they feel heard and valued throughout the process. This builds trust and fosters a positive rapport.

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Can you describe your experience with troubleshooting issues?

In my previous roles, I encountered various issues that required strong troubleshooting skills. My approach involves breaking down the problem into smaller parts, identifying potential solutions, and testing each one systematically. I also prioritize keeping the customer informed during this process, ensuring they feel supported and involved in resolving their issue.

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What strategies would you use to manage your time effectively in a customer support role?

To manage my time effectively, I would prioritize tasks based on urgency and customer impact. Utilizing tools such as task lists and scheduled follow-ups keeps me organized. Setting aside specific times to check emails or respond to inquiries helps minimize distractions. Additionally, I believe in continuous learning to improve my efficiency in resolving common issues upfront.

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How do you stay up-to-date with product knowledge for customer support?

Staying informed about product knowledge is crucial in customer support. I regularly engage with training sessions, webinars, and internal resources provided by MYOB. I also take the initiative to explore new features or updates through hands-on practice and collaborate with colleagues to exchange insights, ensuring that I can assist customers effectively and knowledgeably.

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What role does empathy play in customer support?

Empathy is at the heart of customer support. Understanding and recognizing the emotions behind a customer's issue enables me to provide tailored solutions and support. By showing empathy, I can establish a connection that reassures customers they are valued, leading to improved relationships and customer loyalty, which aligns with MYOB's mission.

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How would you approach collecting and utilizing customer feedback?

I would collect customer feedback through direct interactions, follow-up surveys, and informal conversations. Analyzing this feedback helps identify common pain points and areas for improvement. Presenting this information to management allows us to adapt our services accordingly, which ultimately enhances the customer experience and contributes to MYOB's overall success.

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Can you share an example of a time you went above and beyond for a customer?

Certainly! In a previous position, I had a customer who faced a significant issue affecting their business operations. I took the time to thoroughly investigate their situation and provided a step-by-step resolution plan. Additionally, I followed up frequently until the matter was fully resolved. Their gratitude highlighted the importance of dedication and showcasing MYOB's commitment to superior customer service.

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What do you think is the most important quality for a Customer Support Representative?

I believe the most important quality is a genuine desire to help others. This involves kindness, patience, and adaptability while navigating diverse customer needs. Emphasizing these qualities enables a Customer Support Representative to provide exceptional service and contribute positively to customer experiences at MYOB.

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How do you handle repetitive inquiries while maintaining enthusiasm?

Handling repetitive inquiries requires a balanced approach. I remind myself that each customer interaction is unique and valuable, maintaining enthusiasm by emphasizing the opportunity to make a difference in their experience. Additionally, I focus on enhancing efficiency during these calls by developing patterns that can streamline responses without compromising quality.

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What attracts you to the Customer Support Representative role at MYOB?

I'm drawn to the Customer Support Representative role at MYOB because it aligns with my passion for helping others and supporting their success. MYOB’s commitment to innovation and fostering an inclusive workplace resonates with me. I am excited about the opportunity to contribute to a culture that values diverse perspectives while playing a pivotal role in shaping exceptional customer experiences.

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What do we do? We offer business management solutions. More than 50 of them, to be exact. Everything to help you with accounting, payroll, payments, retail point of sale, CRM and professional tax solutions - and more. We grow with you Once you st...

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DATE POSTED
December 18, 2024

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