Customer Service Representative
About the job
The Customer Service Representative at Netwealth plays a vital role in providing exceptional support to clients and advisers. This position is all about delivering service excellence while fostering strong relationships and ensuring timely responses to inquiries. The team thrives on collaboration and innovation, creating an environment where everyone can contribute to shaping a brighter financial future.
You'll be responsible for
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Handling customer inquiries
Managing inbound calls, emails, and web chats regarding products and services, ensuring timely and high-quality responses.📝
Documenting interactions
Accurately recording customer interactions and escalating issues to the Team Leader when necessary to maintain service standards.🤝
Supporting internal teams
Collaborating with Sales and Investment Operations teams to provide comprehensive support and stay updated on product changes.Key criteria
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Customer service experience in financial services
Demonstrated experience in customer service within financial services, ideally superannuation.View
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Strong communication skills
Proven ability to communicate effectively in a consultative manner.View
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Attention to detail
Excellent analytical skills with a focus on accuracy.View
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