Our Client:
Our client is a startup business within a global organsation. This role will be to support the successful development and establishment of the business in the Australian retirement income market. This role sits withint he operations space to look after New Business, Policy Administration and Life Claims.
This is the ideal role for a customer-centric person as you will assist the business with its launch. This will be ideal for you if you come from an industry superannuation fund or wealth management/financial planning firm and have strong life insurance, superannuation and investments knowledge. Please note this is NOT a contact centre role.
Responsibilities:
Client account maintenance and processing transactions
Speak with financial advisers to assist with any queries
Review and process member requests and transactions, including current business and claims.
Review, improve upon and document existing and new processes.
Utilise effective problem solving and time management skills in client service operations.
Assist with the development of training material for new and existing features and/or processes.
Draft and produce client communications as required by advisors and managers.
A minimum of 12 months' financial services experience
Superannuation or insurance experience is desirable
The confidence to learn, access and utilise a variety of systems and software
Experience servicing/working with Financial Planners is desirable