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Client Experience Ambassador
2 weeks ago
We are seeking a skilled professional to join our team as a Client Service Officer. As a key member of our organization, you will be responsible for delivering exceptional customer service and ensuring the highest level of satisfaction for our clients.
Key Responsibilities:- Contact centre inbound and outbound call enquiries
- Provide top-notch service and maximise customer experience to our clients
- Manage client relationships, including producing welcome emails for new clients
- Assist with client enquiries in line with our service offering and liaise with key stakeholders
- Draft and produce client communications as required by advisors and managers
- Manage chat and email enquiries from advisers/clients
- Answer phone calls from key stakeholders and servicing their needs including adviser and dealer group administration
- Superannuation or managed funds experience, with knowledge of insurance or banking products and familiarity with platform products (desirable)
- Proven client service experience in a call centre environment, and a passion for customers
- Energised by resolving questions and supporting clients through outstanding phone interaction
- Great problem-solving abilities and the ability to engage multiple stakeholders effectively both internally and externally
- Have a proven ability to pick up new technology and systems quickly
- Strong written and verbal communication skills
