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Client Experience Advocate
3 weeks ago
Job Overview:
- We are seeking a highly motivated and organized individual to assist existing and new clients with their transition to our SMSF, Investment Management and Corporate Compliance software solutions.
About the Role:
- As a Client Success Specialist, you will work alongside our Account Management and Sales Teams to ensure a seamless onboarding process for all clients.
- You will also be involved in providing software training for our clients both virtually and in person.
About Us:
- We are a market-leading supplier of Fintech Cloud Software based in Australia with over 12,700 clients in 15 countries around the world.
Key Responsibilities:
- Assisting existing and new clients seamlessly transition to our cloud products and BGL Data Services
- Providing industry leading customer service to ensure clients have a positive onboarding/migration experience
- Answering client questions, phone calls and emails in a professional and timely manner
- Facilitate client training sessions on BGL cloud products when required
What We're Looking For:
- Excellent customer service skills with a client-focused approach
- Ability to manage high volumes of sensitive data
- Excellent communication and organizational skills
Why Work With Us:
- Great Place to Work certified
- AFR Best Places to Work Technology top 10
- Mental Health First Aid Workplace Recognition
- Australia's Best Workplaces for Women List
