We are seeking a highly skilled professional to manage customer inquiries and deliver exceptional value to our clients.
Job Overview
This role involves collaborating with internal teams to troubleshoot and resolve issues with eBusiness systems, ensuring accurate and compliant information for both internal and external customers.
Key Responsibilities
* Manage and respond to customer inquiries related to eBusiness functionality.
* Deliver customer value by identifying and meeting client needs.
* Drive continuous improvement by supporting the integration of P&I teams into IOOF, streamlining and enhancing processes.
* Foster strong connections by embracing the ClientFirst culture and aligning P&I practices with IOOF values and behaviours.
* Provide comprehensive case management, ensuring timely and effective resolution of all cases.
Requirements
* Tertiary qualification in Business, Finance, Information Systems, or related field.
* RG146 accreditation is desirable.
* 2–3 years' experience in financial services, ideally in client services, operations, or eBusiness support.
* Understanding of eBusiness principles and experience using online systems.
* Familiarity with financial planning software is preferred.
* Strong communication, problem-solving, and analytical skills.
* Knowledge of superannuation and insurance products, legislation, and compliance.
* Proficient in MS Office; experience with CRM or case management systems is an advantage.
What We Offer
* A dynamic work environment with opportunities for growth and development.
* A competitive salary and benefits package.
* The chance to work with a talented team of professionals who share your passion for delivering exceptional customer service.
We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation.