
Financial Services Liaison
1 week ago
This position acts as the primary contact for clients and financial advisors, delivering exceptional support via phone, email, and web chat. The ideal candidate will assist with inquiries related to superannuation, insurance, investments, and pensions, guiding our clients through their financial journey with confidence and care.
Key Responsibilities:- Handle incoming calls and emails from clients and financial advisors.
- Provide accurate information and support across superannuation, insurance, investments, and pensions.
- Address inquiries and resolve issues in an efficient and professional manner.
- Maintain accurate and up-to-date records of all client interactions.
- Collaborate with a diverse team to meet and exceed performance targets.
- Adhere to the organization's values and ensure high service standards in every interaction.
- Excellent verbal and written communication skills.
- Strong interpersonal skills and a genuine passion for helping others.
- A positive attitude with a commitment to delivering exceptional service.
- Willingness to learn and adapt to new information, systems, and processes.
- Availability to work a rotating roster between 8 am and 8 pm, Monday to Friday.
- Comfortable working in a hybrid model (minimum 2 days in the office per week, with flexibility to do more).
By joining this role, you will have the opportunity to develop your skills and knowledge in a dynamic and supportive environment. Our team is committed to providing exceptional service to our clients, and we are looking for individuals who share our passion for delivering outstanding results.
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