Client Relations Specialist
3 days ago
We are seeking a highly motivated and proactive individual to join our team as a Client Service Associate. As a key member of our client service team, you will be responsible for delivering exceptional customer service and support to our clients.
Key Responsibilities:
- Working closely with Relationship Managers to manage the ongoing client relationship and client maintenance
- Processing real-time operational requests relating to transactions and account administration as well as support the business in account opening responsibilities.
- Delivery of contract documentation upon client and consultant request
- Liaising with the Risk and Compliance Team in accordance to legislative requirements
About You
To be successful in this role, you will have the following skills and qualifications:
- A driven and proactive attitude, with a passion for finance
- Degree or a related tertiary qualification is required - Business, Commerce, Finance or Accounting
- Strong computer and literacy skills
What We Offer
- Flexible working arrangements
- Discounted financial products
- Salary sacrificing options
- Paid parental leave with no minimum
- Paid volunteer days
- Purchase annual leave
- BUPA Corporate Plan
- Employee Assistance Program (EAP)
- A 'zero tolerance' to Domestic and Family Violence (DFV) with active support for employees experiencing DFV
- Accessible work support through various practices, systems, office adjustments
- Gym, shopping, technology and travel offers
- 5 employee diversity network groups focusing on; First Nations Reconciliation Council, Proudly ME (LGBTQIA+), Multicultural, Gender and Early Career.
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