
Client Success Specialist
4 days ago
This role is perfect for a self-motivated and customer-centric individual who thrives in delivering exceptional service and enhancing the overall customer experience.
Key Responsibilities- Process and manage inbound and outbound call enquiries with clients
- Act as a key point of contact for clients and effectively manage their relationships, including crafting welcome emails for new clients
- Support clients by providing accurate information on our services and collaborate closely with internal stakeholders
- Draft and send client communications as needed
- Handle chat and email enquiries from clients and colleagues alike
- Respond to phone calls from internal partners and provide excellent support to meet their needs
- Apply effective problem-solving skills and time management strategies in our client-facing operations
- Address any additional service-related queries that may arise and be assigned by your supervisor
- A proven track record of delivering excellent client service in a fast-paced call centre environment
- Strong knowledge of insurance or banking products and familiarity with investment platforms and wrap services (desired)
- Energetic and enthusiastic about resolving questions and providing top-notch support via phone interactions
- Excellent problem-solving abilities and capacity to engage multiple stakeholders internally and externally
- Proven ability to quickly adapt to new technologies and systems
- Superb written and verbal communication skills, along with a positive attitude to deliver results consistently
As a dynamic and innovative organisation, we empower our employees to bring creative ideas and enthusiasm to work every day. Our supportive culture encourages team members to have a significant impact on our business and the success of our clients.
Join us and enjoy a range of benefits, career development opportunities, and a chance to grow professionally.
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