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Digital Customer Solutions Specialist
2 weeks ago
As a customer-centric professional, this role involves managing inquiries from clients, advisers, and internal stakeholders related to eBusiness functionality.
Job OverviewThis is an exciting opportunity to drive continuous improvement by supporting the integration of teams into a new organization, identifying opportunities to streamline and enhance processes.
Key Responsibilities:Deliver exceptional customer experiences by identifying and responding to client demand, ensuring their needs are understood and met.
Drive business growth by supporting the integration of teams into the new organization, identifying opportunities to improve efficiency and effectiveness.
Foster strong relationships by embracing a customer-first culture and aligning practices with organizational values and behaviours.
Provide comprehensive case management, ensuring timely and effective resolution of all cases.
Collaborate with internal teams and engage relevant resources to troubleshoot and resolve issues with eBusiness systems.
Ensure accurate and compliant information and access are provided to internal and external customers.
Tertiary qualification in Business, Finance, Information Systems, or related field (preferred)
RG146 accreditation (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 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 an advantage
Able to manage competing priorities and meet service level agreements
Customer-focused, adaptable, and proactive
Strong sense of ownership, collaboration, and continuous learning