Client Executive focusing on ensuring service quality for key accounts at HUB24, a leading wealth industry provider. Engaging in transitions, onboarding, and client relationship management while addressing escalations.
Responsibilities
Ensure quality service outcomes are achieved for a selection of assigned key accounts
Involved in bulk and individual transitions, adviser and dealer group onboarding
Managing urgent issue management and escalations
Provide monthly service reporting to demonstrate transition progress
Focus on key customer solutions including managing escalations/service incidents for Key Accounts
Hands-on assistance with client enquiries in line with the company’s service offering
Account contact to key dealer groups through training, advisory and back office support
Participate in sales activities in line with key client pipeline or servicing needs.
Requirements
3+ Years Financial services experience
Understanding of various financial products/instruments available in the domestic market
Knowledge of Change Management
Operational risk management experience
Analytics and business reporting skills
Strong communication skills both written & verbal
Ability to build strong working relationships built on trust and respect
Persuade and influence the thoughts and actions of others
Negotiate successful outcomes
Articulate and persuasively present critical arguments
Build rapport and professional credibility
Commitment to high standards of client service with a balanced focus on the commercial priorities of the business
An optimistic nature with the ability to see strengths and potential that can be leveraged
Desire and willingness to strive to achieve optimal results
A flexible and agile approach that enables them to effectively respond in a fast-moving and changing environment
A continual improvement mindset
A calm and considered demeanour when working under pressure to meet deadlines or deal with difficult situations.
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