Client Service Officer- Investments And

1 week ago

Sydney, New South Wales, Australia Chandler Macleod Full time

Our client is a leading investment platform provider in the Fintech space. They are an ASX listed Fintech firm currently experiencing growth So get your foot in the door in the finance/fintech space with this opportunity. They are seeking 3x employees with knowledge and experience within the Investment/Superannuation space to join their growing team. Please feel free to refer any colleagues or friends and there will be a referal bonus

**The Role**:

- Maintain customer relationships and provide exceptional customer experience.
- Utilise effective problem solving and time management skills in client service operations.
- Assist with the development of training material for new and existing features and/or processes.
- Draft and produce client communications as required by advisors and managers.

**You Need**:

- Minimum 12 months of customer service call centre experience in superannuation or investments.
- Strong written and verbal communication skills.
- Willingness to work within a high-volume contact centre environment.
- Understanding of platform, reporting and wrap services ideal but not necessary.

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