Client Experience Management-associate

1 week ago

Sydney Central Business District, Australia Perigon Group Full time

Strong, collaborative team culture
- Hybrid working
- $75-90k + super (dependant on experience)

Premier Financial Institution requires an experienced Client Experience Managment Associate to start in February for a 12-month Maternity Leave contract.
- Strong, collaborative team culture
- Hybrid working
- $75-90k + super (dependant on experience)

**About the role**:

- Be responsible for the overall operational client service experience alongside the Client Teams throughout the client lifecycle
- Resolution of inquiries, handling all issues and raising to leadership as appropriate
- Focus on the partnership between the Client Business and the Global Business Operations teams and related third parties to improve client service offering and quality of delivery
- Interaction with financial advisors, and other callers as needed
- Demonstrate risk awareness and focus on delivering an appropriate operational control framework around client servicing including review and validation of monthly metrics
- Establish and measure client service benchmarks
- Facilitate diagnosis of sophisticated client service issues, identify trends that point to service deficiencies
- Comfortable interacting with Financial Advisors and Retail clients

**About you**:

- Experience with handling client issues
- Experienced in risk awareness
- Excellent communicator
- Pro-active in acquiring a depth of knowledge in product experience
- Experience with Client Services preferred
- Managed funds experience desired

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