
Client Service Representative
1 week ago
We lead the wealth industry as a top provider of integrated platform, technology, and data solutions.
We foster innovation, ambition, and agility, empowering our employees to bring their ideas and creativity to work.
This role offers opportunities for career development within our award-winning contact centre, emphasizing exceptional customer service and client satisfaction.
Key Responsibilities- Handle inbound and outbound calls in the contact centre.
- Serve as a primary contact for clients, managing relationships and producing welcome emails for new clients.
- Assist with client inquiries aligned with our service offerings and liaise with key relationships.
- Draft and produce client communications for advisors and managers.
- Manage chat and email inquiries from advisers and clients.
- Respond to calls from key advisers, supporting their needs including adviser and dealer group administration.
- Apply effective problem-solving and time management skills in client service operations.
- Address other service-related queries as assigned by your team leader.
- Experience in superannuation or managed funds, with knowledge of insurance, banking products, and familiarity with platform products and wrap services.
- Proven client service experience in a call centre environment with a passion for customer support.
- Energetic and motivated to resolve questions and support clients via excellent phone interactions.
- Strong problem-solving skills and ability to engage multiple stakeholders effectively.
- Ability to quickly learn new technology and systems.
- Excellent verbal and written communication skills, with a positive attitude and high standards.
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Gold Coast, Queensland, Australia PDCM Insurance Inc. Full timeOverviewCareers At Patriot Growth Insurance Services and Partner AgenciesCurrent job opportunities are posted here as they become available.About Coastline, A Division of Patriot Growth Insurance ServicesAbout Coastline, A Division of Patriot Growth Insurance Services: Coastline Insurance Associates of NC, a division of Patriot Growth Insurance Services LLC,...
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Gold Coast, Queensland, Australia PDCM Insurance Inc. Full timeOverviewCareers At Patriot Growth Insurance Services and Partner AgenciesCurrent job opportunities are posted here as they become available.About Coastline, A Division of Patriot Growth Insurance ServicesAbout Coastline, A Division of Patriot Growth Insurance Services: Coastline Insurance Associates of NC, a division of Patriot Growth Insurance Services LLC,...
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