
Client Relationship Specialist
1 day ago
Client Solutions Role
As a Client Solutions Specialist, you will be the first point of contact for clients and financial advisors, delivering exceptional service via phone, email, and web chat.
Handle inbound calls and emails from clients and financial advisors to provide accurate information and support across superannuation, insurance, investments, and pensions.
Address enquiries and resolve issues in an efficient and professional manner while maintaining accurate and up-to-date records of all client interactions.
Collaborate with a diverse team to meet and exceed performance targets by upholding high service standards in every interaction.
Required Skills and Qualifications:
Excellent verbal and written communication skills to effectively communicate with clients and colleagues.
Strong interpersonal skills and a genuine passion for helping others to deliver exceptional service.
A positive attitude with a commitment to delivering high-quality work and meeting deadlines.
The ability to learn and adapt to new information, systems, and processes quickly.
Availability to work a rotating roster between 8 am and 8 pm, Monday to Friday, with flexibility to do more hours if needed.
Comfortable working in a hybrid model (minimum 2 days in the office per week) with the flexibility to work remotely when required.
No prior financial services experience is required — comprehensive training will be provided.
A background or interest in superannuation, insurance, investments, and pensions would be beneficial.
Benefits:
Flexibility to work from home or in the office, depending on your preference.
Opportunities for career growth and professional development.
A supportive and inclusive work environment that values diversity and promotes work-life balance.
Competitive salary and benefits package.
What We Offer:
We are committed to creating a workplace that is inclusive, respectful, and supports the well-being of all employees. If you are passionate about delivering exceptional service and want to join a dynamic team, we encourage you to apply.
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