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Customer Support Specialist

2 months ago

Sydney, New South Wales, Australia Keegan Adams Recruitment Full time

Keegan Adams Recruitment is seeking a skilled Customer Support Specialist to join their team. As a key member of the client service team, you will be responsible for delivering exceptional support to financial planners and clients across the Financial Planning Industry.

The ideal candidate will have a strong background in client service, with excellent problem-solving skills and the ability to work collaboratively with internal teams. You will be responsible for troubleshooting software application issues, providing first-class client service, and working closely with clients to understand their needs and deliver tailored solutions.

Key responsibilities include:

  • Providing exceptional client service via inbound phone calls and email enquiries
  • Actively owning, troubleshooting, and tracking client incidents
  • Collaborating with internal teams to resolve incidents and improve client satisfaction
  • Proactively learning about the products and the applicable areas of the industry

What we're looking for:

  • A third-level degree in a related discipline, ideally financial services
  • A keen interest in financial planning, financial services, and/or technology
  • Strong problem-solving and analytical skills
  • Strong customer service skills
  • Strong written and verbal communication skills

Benefits of working with Keegan Adams Recruitment:

  • Global opportunities for career growth and development
  • State-of-the-art offices and a hybrid working environment
  • Casual dress, flexible work policy, and access to learning and development programs

This is an exciting opportunity to join a highly respected and well-connected global software firm and contribute to the success of their client service team.