Client Services Specialist

4 weeks ago

Sydney, New South Wales, Australia Perpetual Full time

As a Client Services Specialist at Perpetual, you will provide exceptional customer service to our clients and advisers within the Perpetual Client Solutions call centre. Your key responsibilities will include:

  • Maintaining an up-to-date working knowledge of all products, performance, procedures, and business rules.
  • Providing clients/advisers with accurate and timely account information within service levels.
  • Educating clients/advisers about up-to-date products and services.
  • Ensuring notes of calls are placed on relevant systems.
  • Producing and sending statements and reports to clients/advisers when requested.
  • Reporting and escalating identified risks and issues to team leaders as appropriate.
  • Ensuring all Activity and Break Codes are entered correctly.
  • Adhering to key controls.
  • Ensuring no advice is given to clients.
  • Maintaining an awareness of policies and procedures.
  • Providing assistance to other areas where necessary.

Our ideal candidate will have previous call centre/customer service experience, strong customer service and relationship management skills, and an in-depth understanding of the financial services industry. They will also possess effective communication skills, both verbal and written, and be proficient in computer literacy and MS Office suite.

We are committed to creating an inclusive workplace where diversity is celebrated, and we welcome applications from people from all backgrounds and communities.

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