Customer Solutions Consultant
About the job
The Customer Solutions Consultant position at Bridges offers an exciting opportunity to be the first point of contact for client enquiries in a supportive team environment. This role is crucial in delivering exceptional client service and contributes to the overall success of Bridges Financial Services. Team members are encouraged to learn, grow, and make a positive impact on clients' financial wellbeing.
You'll be responsible for
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Acting as the first point of contact
Being the first point of contact for client enquiries via phone, email, and mail.📞
Managing client enquiries
Managing inbound enquiries and outbound follow-up activity for Advice Practices.🗂️
Maintaining accurate records
Maintaining accurate records of all client interactions in Xplan or relevant systems.Key criteria
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Customer service experience
Demonstrated experience delivering exceptional customer service outcomes.View
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Strong communication skills
Proven ability to communicate effectively, especially over the phone.View
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Attention to detail
Experience maintaining accurate records and managing information.View
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