Home Builder Finance Banking Assistant providing support to Relationship Managers and handling customer requests. Duties include preparing documents, maintaining records, and assisting with service transactions.
About the role
- Client Service Officer providing exceptional service and maximizing customer experience in HUB24's contact centre. Hybrid role based in Gold Coast or Sydney with client interaction.
Responsibilities
- Contact Centre inbound and outbound call enquiries
- Provide a point of contact for clients and actively manage the client relationship including producing welcome emails for new clients.
- Assist with client enquiries in line with the company’s service offering and liaise with key relationships.
- Draft and produce client communications as required by advisors and managers.
- Managing Chat & email enquiries from advisers/clients.
- Answering phone calls from key advisers and servicing their needs including adviser & dealer group administration.
- Utilise effective problem solving and time management skills in client service operations.
- Other service-related queries as required and to be assigned by your team leader
- Answering phone calls from key advisers and servicing their needs including adviser & dealer group administration
- Utilise effective problem solving and time management skills in client service operations
- Other service-related queries as required and to be assigned by your team leader
Requirements
- Superannuation or managed funds experience, with a knowledge of insurance or banking products and familiarity with platform products and wrap services (desirable)
- Proven client service experience in a call centre environment, and a passion for customers.
- Energised by resolving questions and supporting clients through outstanding phone interaction
- Great problem-solving abilities and the ability to engage multiple stakeholders effectively both internally and externally.
- Have a proven ability to pick up new technology and systems quickly.
- Strong written and verbal communication skills, and the energy and positivity to deliver to a high standard every time.
Benefits
- Learn more about our employee benefits HERE.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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