Perpetual Limited
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Client Services Consultant, Fordham

JuniorMid levelFull-timeHybridPerth WA, AustraliaPosted 5 days agoVerified 2 weeks ago
Pending fitX of Y criteria met

About the job

This job is about supporting the Executive Office Team at Fordham, where you will play a vital role in delivering member benefits programs to Aboriginal communities across Australia. Your contributions will ensure that members receive professional and responsive services, helping them navigate Trust guidelines and payments. The team thrives in a collaborative and supportive environment, embracing growth and diversity.

You'll be responsible for

📞

Communicating with members

Operating phone and email systems to communicate effectively with members, ensuring they receive accurate information.
📚

Providing accurate information

Maintaining a strong understanding of Trust guidelines to provide timely and accurate information to members.
💰

Processing payments

Preparing and processing member payments, reconciling payments in Xero, and maintaining accurate records.

Key criteria

📞

Customer service experience

Demonstrated experience in delivering exceptional customer service.

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📊

Proficiency in Microsoft Office

Experience using Word, Excel, PowerPoint, and Outlook effectively.

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🧾

Xero knowledge

Proven knowledge of Xero for payment processing and reconciliation.

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View more

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5 criteria for this job
Customer service experience
Demonstrated experience in delivering exceptional customer service.

View

Proficiency in Microsoft Office
Experience using Word, Excel, PowerPoint, and Outlook effectively.

View

Xero knowledge
Proven knowledge of Xero for payment processing and reconciliation.

View

Strong communication skills
Excellent written and verbal communication abilities for effective liaison.

View

Experience with indigenous communities
Experience working with Aboriginal communities is highly valued.

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