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1 week ago
The role of Application Support Specialist involves providing frontline support to retail and corporate clients through timely responses to enquiries via phone and email, while ensuring excellent customer service.
\- Key Responsibilities:
- Deliver first-line client support for utilizing cloud-based advice technology
- Develop and maintain effective training plans to meet the evolving needs of clients
- Maintain accurate records in CRM systems and document all inquiries and solutions within the Midwinter ticketing system
- Respond to telephone or email inquiries within defined Service Level Agreements (SLAs)
- Capture product enhancements and implement beneficial changes to improve client experience
- Engage in proactive client retention activities to foster long-term relationships
- Understanding of the Financial Planning/Wealth Management industry
- Experience in customer support services with strong relationship management skills
- RG 146 (Diploma in Financial Planning) is highly desirable
- Negotiation and resolution skills to effectively address client concerns
- Ability to work well under pressure and communicate timelines clearly
- Exceptional organizational and time management skills
- Excellent verbal and written communication skills
Our team members are valued as the heart of our business. We strive to provide a rich employee experience and ongoing career development opportunities.
\- Competitive compensation package and benefits scheme
- Flexible hybrid workplace arrangement
- A friendly, social, and supportive global team environment
- Generous reward and recognition programs
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