Client Experience Associate - Fixed Term
at FNZ Group
Melbourne, Victoria, Australia -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 13 Jul, 2024 | Not Specified | 14 Apr, 2024 | 2 year(s) or above | Good communication skills | No | No |
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Description:
Client Experience Associate - Fixed Term
As a Client Experience Associate at FNZ you will plays a pivotal role as the primary point of contact for our valued clients, primarily comprising of investors and advisers. You will be responsible for a wide range of client interactions, encompassing both inbound and outbound phone calls, as well as written communication related to our diverse range of products and services. At the heart of this role is the dedication to enhancing client satisfaction and maintaining a high standard of support. In this role you will work closely with our clients to resolve their queries, provide information, and guide them through their financial needs.
Responsibilities:
THE RESPONSIBILITIES WILL INCLUDE:
- Educating clients on products and services available on our platform and processes in an efficient manner and articulating complex issues in an effortless way.
- Responding to incoming omnichannel communication.
- Completing administrative processing to support service delivery.
- Quickly identifying client issues and delivering relevant and effective solutions, which sometimes involves escalating issues.
- Ensuring all queries and requests are actioned to a set standard of service levels while adhering to our KPI and SLA framework.
- Collaborating with different business units and thinking outside the box to achieve desired outcomes for our clients.
IF THIS ROLE APPEALS TO YOU, PLEASE APPLY WITH YOUR COVER LETTER AND CV!
- Please note we shortlist as we receive applications. We encourage early applications as we may withdraw advertising at any time.
For more information, please reach out to us!
About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).
Together with our customers, we help over 20 million people from all wealth segments to invest in their future.
Job ID REQ-10576
REQUIREMENT SUMMARY
Min:2.0Max:7.0 year(s)
Financial Services
Accounts / Finance / Tax / CS / Audit
Accounts Management
Graduate
Proficient
1
Melbourne VIC, Australia