Client Relationship Specialist
7 days ago
Contract Duration: 9 Month Max Term Contract
Work Environment: Hybrid office/work-from-home setting
As a Client Support Consultant at Perpetual, you will deliver exceptional customer service to our clients and advisers within the Perpetual Client Solutions call centre. Your role will involve providing clients with precise and timely account details, comprehensive product knowledge, and relevant legislative information.
Key Responsibilities:
- Maintain a current understanding of all products, performance metrics, procedures, and business guidelines.
- Deliver accurate and timely account information to clients/advisers while adhering to service standards.
- Educate clients/advisers on the latest products and services available.
- Document call notes in the appropriate systems.
- Generate and dispatch statements and reports to clients/advisers upon request.
- Identify and escalate potential risks and issues to team leaders as necessary.
- Ensure correct entry of all Activity and Break Codes.
- Comply with key controls and regulations.
- Provide no advisory services to clients.
- Stay informed about policies and procedures.
- Assist other departments as required.
Candidate Profile:
- Experience in call centre or customer service roles.
- Strong skills in customer service and relationship management.
- Thorough understanding of the financial services sector, including unit trusts, superannuation, and pensions.
- Excellent verbal and written communication abilities.
- RG146 compliance is preferred.
- Proficient in computer applications and the MS Office suite.
- Exceptional organizational skills with the capacity to manage multiple tasks and prioritize effectively.
- Attention to detail is crucial.
Organizational Culture:
Our distinct culture is built on three core behaviours: Stretch, Own it, and Make an impact.
Employee Benefits:
- Opportunity to work from anywhere in Australia for up to one month each year.
- An annual allowance dedicated to enhancing personal wellbeing.
- Access to LinkedIn Learning, study support, and a commitment to professional development.
- Contribute your expertise to support Indigenous organizations through a six-week secondment with Jawun.
Diversity and Inclusion Commitment:
- Recognized as a WGEA Employer of Choice for gender equality since 2018.
- Strong dedication to diversity and inclusion through a comprehensive seven-pillar strategy.
- A growing number of employee-led networks focused on raising awareness and driving change.
- Support for over 50 Indigenous communities through Native Title Trusts, aiding in securing their future.
We are devoted to fostering an inclusive workplace where diversity is celebrated and welcome applications from individuals of all backgrounds and communities. Our aim is to create a work environment that allows everyone to thrive, regardless of their circumstances.
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