Client Service Specialist

2 weeks ago

Haymarket, New South Wales, Australia beBeeProfessional Full time $80,000 - $120,000
Job Title:

Customer Success Manager

Role Summary:

We are seeking an experienced professional to provide superior service to financial adviser clients across Australia. The ideal candidate will have Australian financial planning experience or willingness to learn, with an emphasis on CRM implementation and adaptation, stakeholder management and client engagement.

Key Responsibilities:
  • Presenting and educating clients about software offerings for financial advisers, focusing on industry trends.
  • Responsible for ensuring users get the most from our software and maximise retention by ensuring excellent workflow and technology integration.
  • Lead training sessions digitally both direct to client and via group webinars.
  • Lead health-check reviews and ongoing service to users.
  • NPS Program - contact clients, assist, evaluate and report on what they are happy with and where we can improve.
Requirements:
  • Australian financial planning experience or willingness to learn.
  • Emphasis on CRM implementation and adaptation, stakeholder management and client engagement.
  • Results-orientated professional who can work directly and effectively in a highly collaborative agile software implementation setting.

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