Senior Client Services Professional

11 hours ago

Brisbane, Queensland, Australia beBeeExpert Full time

Job Title: Senior Client Services Officer

Overview

The Senior Client Services Specialist is a pivotal role within our organization, responsible for delivering exceptional support to our clients and stakeholders. This individual will play a key part in ensuring the seamless administration of superannuation activities, providing expert guidance and assistance as needed.

This position requires a high level of expertise, attention to detail, and excellent communication skills. The ideal candidate will be able to work effectively in a fast-paced environment, manage competing priorities, and maintain accurate records.

Key Responsibilities
  • Manage and process superannuation administration work items end-to-end, including customer liaison via phone and email.
  • Contribute to basic project work to support the leadership team.
  • Liaise with advisors, solicitors, promoters, trustees, members, and peers to achieve optimal outcomes for clients.
  • Catalogue and organise records for reference, auditing, and reporting purposes.
  • Document process steps for all activity types, including checklists and processing milestones.
  • Perform quality and peer checks at a senior level.
  • Report monthly on work volumes, SLA adherence, and systemic issues across all activities.
  • Identify and escalate issues to the appropriate manager.
  • Provide backup support as required.
  • Carry out other duties as directed by the Client Services Manager.
Requirements

To succeed in this role, you will need:

  • Ability to work at a computer for at least 90% of a 7.5-hour workday, five days a week (or pro-rated for part-time employees).
  • Strong planning and organisational skills with the ability to meet deadlines.
  • Collaborative mindset with the ability to work effectively as part of a team.
  • Excellent verbal and written communication skills, with the ability to engage clearly with all key stakeholders.
  • Proficiency in creating and maintaining Microsoft Excel worksheets.
  • Proficiency in creating and maintaining Microsoft Word documents.
  • Previous experience in a customer service or dispute resolution environment.
What We Offer

We are committed to providing a supportive and inclusive work environment that fosters growth and development. As a valued member of our team, you can expect:

  • A competitive salary package.
  • Opportunities for professional development and training.
  • A dynamic and collaborative work environment.
  • A range of employee benefits and perks.
About Us

Our organisation is dedicated to delivering exceptional services to our clients and stakeholders. We are committed to building strong relationships, driving innovation, and making a positive impact in our community.

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