Account Services Manager

1 day ago

Sydney, New South Wales, Australia beBeeClient Full time $90,000 - $120,000
Job Description

The Client Onboard Specialist is a key role responsible for managing the end-to-end account opening and maintenance process. This involves timely and accurate delivery of all account opening functions, ensuring superior customer service, and resolution of customer issues.

Responsibilities:
  • Customer interaction, documentation issuance, review, and system setups.
  • Day-to-day management of in-process, pended, and service-related activities.
  • Responsible for project management in the account services space, managing cross-functional relationships with teams.
  • Determines new work procedures, analyzes complex issues with significant departmental impact.
  • Consistent delivery of high-quality service to customers through meeting or exceeding customer expectation guided by service level agreements and efficiency/accuracy standards.
  • Ensures awareness and full compliance of internal processes, regulations, policies, guidelines, procedures, and practices.
  • Establishes and maintains close working relationships with clients and within team to facilitate open communication of issues, needs, queries, etc.
  • Monitors customer satisfaction and service level, drives process changes, and provides innovative solutions to clients.

This role requires strong analytical and problem-solving skills, with the ability to assess risk and make business decisions that safeguard the organization and its assets.

Requirements:
  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment and manage multiple priorities.
  • Analytical and problem-solving skills.
  • Knowledge of industry practices and regulations.
  • Project management skills.

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