Business Support

Client Service Coordinator

Salary

Location

Perth

Job Type

Full-Time

Job Ref

Date Posted

Mon, 29th March 2021

We are currently recruiting for an experienced and professional Client Services Coordinator for a leading financial services organisation.


We are currently recruiting for an experienced and professional Client Services Coordinator for a leading financial services organisation in Perth’s inner suburbs,

In this role you will be providing clients information about new and existing policies and provide all-round support to their Advisors.

To be successful in this position you must possess proven customer service experience, be a highly motivated and a self-driven individual.

Duties:

  • Be the first point of contact for new and excisting clients
  • Deal with customer escalations
  • Implementation of advice
  • Liaise with 3rd party service providers on behalf of Advisors & clients
  • Prepere and generate documentation on behalf of Advisors
  • Liaise with internal and external stakeholders

Essential Criteria:

  • Outstanding written and verbal communication skills in order to convey complex terms in a clear and concise manner
  • Evidence of outstanding Customer experience
  • Be motivated to achieve both individual and team targets
  • Have resilience, enthusiasm and the ‘right attitude’
  • Previous experience in Financial Services industr – Essential
  • Tertiary qualification preferable, but not essential.
  • High level of IT skills

All applications will be handled in the strictest of confidence.

Job Application