Client Solutions Specialist - Super, Investments, Insurance
Core
First point of contact for clients and financial advisers, delivering service via phone, email, and web chat regarding superannuation, insurance, investments, and pensions.
Role type
Client Solutions Specialist (Contact Centre)
Builds
Client support interactions and issue resolution for financial services clients
Domain
Financial Services (Superannuation, Insurance, Investments)
Deliverable
client delivery
Required skills
Verbal and written communication, Interpersonal skills, Financial services domain knowledge, Record keeping, Performance target management, Adaptability to new systems
Preferred skills
RG146 compliance knowledge, Rotational shift availability
Responsibilities
Handle inbound calls and emails from clients and financial advisers, Provide accurate information and support across superannuation, insurance, investments, and pensions, Address enquiries and resolve issues in an efficient and professional manner, Maintain accurate and up-to-date records of all client interactions, Collaborate with a diverse team to meet and exceed performance targets, Uphold the company's values and ensure high service standards in every interaction