Client Experience Specialist, Financial Services

u&u Recruitment Partners; Gold Coast City; On-site; AUD 60,000 - 85,000; Full time

Benefits offered by this job

Employee share scheme

Bonus leave days

Purchased leave

Volunteer leave

Enhanced parental leave

Study support

Wellbeing programs

Employee assistance program

Retail discounts

Job summary

u&u Recruitment Partners on the Gold Coast is seeking a client services professional to deliver accurate, timely and compliant support across phone, email, chat and other channels. You will own inquiries through to resolution and maintain complete records to ensure a positive client experience.

You will contribute to service improvements, handle account maintenance, and communicate clearly while managing competing priorities with a warm, engaging approach.

Qualifications

• Demonstrated experience working to service, quality and productivity expectations.
• Strong written and verbal communication with confidence explaining complex information simply.
• Proven problem-solving skills, sound judgement and attention to detail.
• A warm, engaging and personable approach, with the confidence to build rapport quickly.

Responsibilities

• Respond to adviser, client and authorised representative enquiries within agreed service standards.
• Own service requests through to resolution or escal...;
• Process account maintenance, transactions and administrative requests using approved procedures.
• Maintain accurate file notes, client records and supporting documentation.
• Identify and elevate complaints, incidents, risks and errors while contributing to service improvements.

Skills

Customer service focus

Verbal communication

Written communication

Problem solving

Job description

u&u Recruitment Partners on the Gold Coast is seeking a client services professional to deliver accurate, timely and compliant support across phone, email, chat and other channels. You will own inquiries through to resolution and maintain complete records to ensure a positive client experience.

You will contribute to service improvements, handle account maintenance, and communicate clearly while managing competing priorities with a warm, engaging approach.