
Financial Services Liaison
18 hours ago
The primary function of the Client Service Professional is to serve as the initial point of contact for clients and financial advisors, delivering exceptional service via phone, email, and web chat.
- Handle incoming calls and emails from clients and financial advisors
- Provide accurate information and support in areas including superannuation, insurance, investments, and pensions
- Address inquiries and resolve issues in an efficient and professional manner
- Maintain accurate and up-to-date records of all client interactions
- Collaborate with a diverse team to meet and exceed performance targets
- Uphold the organization's values and ensure high service standards in every interaction
We seek motivated, client-focused individuals to join our team. Comprehensive training will be provided for those without prior experience in the financial services industry.
Key ResponsibilitiesTo excel in this role, you will need:
- Excellent verbal and written communication skills
- Strong interpersonal skills and a genuine passion for helping others
- A positive attitude with a commitment to delivering exceptional service
- Willingness to learn and adapt to new information, systems, and processes
- Availability to work a rotating schedule between 8 am and 8 pm, Monday to Friday
- Comfortable working in a hybrid model (minimum 2 days in the office per week, with flexibility to do more)
We welcome applications from individuals of diverse backgrounds, recognizing the value of diverse perspectives in driving innovation and growth.
About UsOur organization is a leading provider of financial services and healthcare technology solutions, headquartered in Connecticut with operations in over 35 countries and a workforce of over 27,000 employees. We support more than 20,000 financial services and healthcare organizations worldwide through our expertise, scale, and technology.
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