
Wealth Management Specialist
19 hours ago
The Client Service Expert role is an excellent opportunity for individuals who are passionate about delivering exceptional customer experiences. As a key member of our specialist Wealth division, you will work closely with Financial Advisors to assist with the delivery of financial products and services.
Key Responsibilities:
- Communicate effectively with Financial Advisors to resolve client issues in real-time.
- Utilize advanced systems to manage communication via live chat and phone calls.
- Identify and escalate complex issues to supervisors.
- Develop and maintain best practice guides to improve service delivery.
Requirements:
- 1+ year of experience in wealth management, superannuation, or related fields within a contact centre environment.
- High accuracy and typing skills for effective use of live chat platforms.
- Critical thinking skills to navigate and resolve complex client issues.
- Excellent customer service skills with empathy and timely query resolution.
What We Offer:
- Hybrid and flexible working arrangements.
- Wellbeing leave days and paid parental leave.
- Paid volunteer leave and donation matching.
- Access to learning and development opportunities.
About Banking and Financial Services:
Banking and Financial Services is our technology-driven retail business unit, focusing on innovative solutions to meet the evolving needs of customers.
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