Stocks In Global, a Sydney-based stock market research financial services firm, is looking for an energetic and customer-focused Customer Service & Operations Assistant to join its growing team. This entry-level role offers hands-on experience across customer service, operational support, marketing, and digital platform management — with a long-term pathway into wealth management, investor relations, and equity advisory for ambitious candidates.

Stocks In Global provides data-driven ASX stock research, tailored portfolio recommendations, high conviction buy alerts, and cutting-edge AI-based analysis for Australian investors. With plans to expand into wealth management services, this is an exciting opportunity to join a forward-thinking company in its growth phase.

Key Responsibilities:

• Deliver friendly and professional customer service to existing clients, addressing inquiries and resolving basic issues.
• Assist with operational and administrative tasks, including maintaining and updating the company website.
• Prepare and send marketing email campaigns and updates to clients.
• Support the team with ad hoc projects, research tasks, and general backend operations.

Who Should Apply:

• Non-negotiable: Outgoing individuals with strong communication skills and a proactive approach to problem-solving. We are looking for extroverted personalities that love being in social environments and aren't nervous to speak on the phone.
• Candidates who thrive in fast-paced environments and enjoy learning new skills.
• No prior stock market knowledge is required – full training is provided.
• Strong attention to detail, basic digital skills, and an interest in finance, marketing, or technology is essential.

Why This Role is Unique:
This is not just a job – it’s a career pathway. Successful candidates will gain the skills and experience to grow into specialist roles in wealth management, investor relations, and equity advisory, with comprehensive training and mentorship provided. As Stocks In Global expands into wealth management, the right person will have the chance to become a core part of the advisory team.

About Stocks In Global:
Based in North Sydney, Stocks In Global delivers insightful market analysis, portfolio recommendations, and expert stock advice to Australian investors. Combining fundamental, macroeconomic, and technical analysis with AI-powered tools, the firm offers a comprehensive research service designed to help clients build smarter, more resilient portfolios. Stocks In Global operates under Australian Financial Services License no. 522028, ensuring all research and advice meet high regulatory standards.

This is the perfect opportunity for someone looking to launch a long-term career in finance, starting with hands-on customer service and operational experience and building towards specialist advisory roles in a growing financial services firm.