Client Service Expert
We are seeking a skilled Client Service Expert to join our team. As a key member of our national group, you will play a vital role in delivering exceptional service to our clients and financial advisors.
The ideal candidate will possess excellent communication and problem-solving skills, with the ability to work effectively in a fast-paced environment. You will be responsible for managing client inquiries, resolving issues efficiently, and providing valuable insights to drive business growth.
This is an exciting opportunity for someone who is passionate about delivering world-class customer experiences and making a real impact in the wealth management industry.
* You will work closely with financial advisors to understand their needs and deliver tailored solutions that meet their expectations.
* You will utilize advanced systems to manage communication via live chat and phone calls, ensuring seamless interactions with clients and stakeholders.
* You will showcase your critical thinking skills by providing insightful advice on our products and services, helping clients make informed decisions.
* You will identify opportunities to enhance our best practice guides and direct queries to the appropriate support teams, driving continuous improvement.
About the Role
* We are looking for individuals with 1+ years of experience in wealth management, superannuation, or related fields, with a proven track record of delivering exceptional results in a contact centre environment.
* Strong typing skills and accuracy are essential for success in this role, as you will be working with live chat platforms and managing multiple conversations simultaneously.
* Demonstrable critical thinking skills are crucial for navigating complex client issues and providing expert advice on our products and services.
* Excellent customer service skills, empathy, and the ability to resolve queries in a timely manner are essential for success in this role.
About Us
* We value diversity, equity, and inclusion and are committed to creating a workplace that fosters growth, learning, and innovation.
* We love hearing from talented individuals who share our passion for delivering exceptional service and driving business success.