Client Experience Coordinator

4 weeks ago

Melbourne, Australia KordaMentha Full time

KordaMentha is an advisory and investment firm helping clients to grow, protect and recover value.  With an expansive team of 450 specialists across the Asia-Pacific region, our diversity is our strength. 

The Office support team is a group of professional individuals with experience in Executive support, office support and reception.  We work in a supportive and collaborative manager with a customer serviced approach.

The Opportunity

In response to sustained growth, we seek a Client Experience Coordinator in our Melbourne office support team. We are looking for a motivated, professional, and enthusiastic candidate to join our team.

Duties and Responsibilities

CRM

  • Sound understanding of system functions and extracting the best of the CRM; e.g.: campaign journeys, automation, templates, customer data and client segmentation.
  • Analyse and report on the all-customer experience data.
  • Generate insights, identify key and emerging trends in relation to customer experience.
  • Make recommendations on the improvement of processes related to event management and user experiences.
  • Train practice management and professional services staff on CRM best practice.
  • Develop and implement reporting and health checks to effectively monitor customer data touch points, systems and processes.
  • Identify and investigate potential issues to determine root causes, support resolution and reduce risk.
  • Ensure information relevant to CRM is regularly updated on KMnet.
  • Maintain a current database in the CRM and coordinate and support Executive Assistants and Marketing team members maintain accurate client records.

Event Management

  • Build strong, collaborative relationships with internal stakeholders across all service lines to ensure effective, customer centric events and campaigns are delivered successfully.
  • Support cross functional projects to improve customer data, including robust testing of new processes.
  • Support activities that improve customer data accuracy, including stewardship tasks, data fixes and review of customer escalations in relation to privacy and marketing.
  • Assist to organise office based events.
  • Act as a conduit between Marketing, Technology, Office Support and Executive Assistants.

Qualifications and Experience/Skills Required

  • Demonstrated experience in executing direct CRM activity and reporting on CRM campaigns
  • 2-3 years of experience in a similar role in a professional services or corporate environment
  • Diploma or Certificate in Event Management (desirable)
  • PC literate including Microsoft Word, Excel, PowerPoint and Outlook
  • Experience and skills in managing stakeholder relationships
  • Strong verbal, interpersonal and communication skills
  • Ability to work efficiently under pressure
  • Ability to work as part of a busy and dynamic team
  • Strong attention to detail
  • Flexible in relation to work hours, as well as being able to change priorities and tasks as required
  • Strong time management and project management skills, including the ability to prioritise tasks
  • Desire to take ownership of tasks assigned/designated
  • Client service orientated
  • Ability to work with limited supervision

About us

At KordaMentha, we offer a dynamic, team-oriented, and flexible work environment, providing ongoing learning

opportunities, competitive remuneration packages, and the chance to collaborate with and learn from the best in

the industry.

We believe in applying a different mindset at the core of everything we do, fuelled by the diversity of our team members' experiences and backgrounds.

Ready to apply?

To view a full job description and to apply, visit our careers portal

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