Customer Relations Manager

4 days ago


Melbourne, Australia my options superannuation Full time

Role Requirements:
Previous working knowledge of the UK pensions and international pensions provisions, i.e. ROPs

Solid understanding of the Malta and Gibraltar ROPs industry

Experience in pensions transferring within the UK

Knowledge of domestic SMSF administration and financial services in general is beneficial

Key Responsibilities:
Meet and communicate with AFSL owners and the respective RM’s, as well as present expected solutions to the advisors

Complete onboarding processes for new clients, through collaboration with various business stakeholders (incl Directors and Financial Advisors), whilst always striving for service excellence and performance improvement

Maintaining a high level of productivity and efficiency within our multi-jurisdictional teams, providing direction and feedback

Ensuring the progression of our system, its procedures concerning customer relations and the services our company provides by working with our various teams

Working with our call center team to help them maintain and improve their customer services skills

Continuing a positive relationship with our clients and their Financial Advisers post SMSF set up, whilst ensuring the third-party administrators are up to date with the UK reporting requirements

The successful applicant, depending on their experience, can expect a salary between $65,000 and $70,000 plus super and, have 25 days annual leave.

**Salary**: $70,000.00 - $80,000.00 per year

**Benefits**:

- Work from home

Schedule:

- 8 hour shift
- Monday to Friday

Ability to commute/relocate:

- Melbourne, VIC: Reliably commute or planning to relocate before starting work (preferred)

Work Authorisation:

- Australia (required)

Work Location: One location



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