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

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.

Client Service Officer

Key skills