Relationship Support Officer
Core
Provide essential administrative support to the sales team, managing client data, coordinating communications, and ensuring sales executives are organized and prepared.
Role type
Client Administrator (Sales Support)
Builds
Client engagement experiences and sales operational efficiency
Domain
Financial services / Salary packaging and novated leasing
Deliverable
product features
Required skills
database management, Microsoft Office Suite, stakeholder communication, campaign coordination, event scheduling
Preferred skills
experience with Teams, strong organizational skills
Responsibilities
Maintaining accurate client information across portfolios and territories, keeping databases up to date, coordinating inductions and orientations, supporting client communications and campaigns, working with internal teams to support client engagement, helping sales executives stay organized and prepared
Seniority
Individual Contributor, operational support