Executive Customer Liaison Specialist

21 hours ago

Newcastle, New South Wales, Australia beBeeCustomerService Full time $82,208 - $104,208

**Senior Client Services Officer Job Summary:**

We are seeking an experienced professional to join our team as a Senior Client Services Officer. In this role, you will be responsible for managing and processing superannuation administration work items end-to-end, including customer liaison via phone and email.

The successful candidate will have strong planning and organisational skills with the ability to meet deadlines, as well as excellent verbal and written communication skills to engage clearly with all key stakeholders.

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.
Requirements:
  • 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.

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