Client Service Professional Role
The role of a Client Service Professional involves providing exceptional client service and relationship management to clients across various sectors.
This position focuses on managing post-sales onboarding, product training, client service, ongoing client engagement, and development of client relationships to ensure maximum client renewal.
* Manage post-sales onboarding, administration, relationship management, client retention, and service for innovative products.
* Develop and maintain excellent client relationships with assigned accounts and with existing and potential clients.
* Become a product expert and provide ongoing training and support to clients, proactively and for inbound queries.
* Work closely with development, data operations, research, and marketing teams to provide client feedback for product enhancements.
* Assist the Head of Client Success and Account Management team with the client engagement, retention, and renewal strategy for research and product clients.
* Assist Technical Sales teams with identifying sales opportunities, client prospecting, upsell opportunities, and cross-product solutions.
* Assist Account Management teams to manage client renewal pipelines and retention targets in Salesforce.
* Provide operational support, monitor product usage, and assist with client reporting.
To succeed in this role, you will require:
* A bachelor's or master's degree in business, finance, marketing, communications, or a related field.
* 2-4 years of industry experience in account management or client services in financial services, technology, media, information service vendors, insurance, investment management, or superannuation.
* An understanding of wealth management, superannuation, life insurance, and management investments.
* Strong client service, account management, and engagement skills, ability to communicate professionally and effectively with all levels within the client organization.
* Excellent communication, presentation, and client training skills are required.
* A highly organized workflow with strong attention to detail, effective prioritization, and time management.
* A team player with a proactive attitude, willingness to learn, and develop.
* Proficiency in MS Office with an emphasis on Excel and PowerPoint.
* Ability to work independently as well as within a collaborative team environment.