Client Services Officer Team Leader (Remote)

Client Services Officer Team Leader | Harvey Robinson Pty Ltd |Australia

Partnering exclusively with this organisation, we are bookinginterviews in before Christmas to kick off the recruitment process!

With 25 members of the Sydney team, the organisationrecently set up a new Call centre of 6x in the Brisbane office which is setto double in size in 2025!

– FinTech / Wealth ManagementLogin to continue

Client Services Officer Team Leader | Harvey Robinson Pty Ltd | Australia

Partnering exclusively with this organisation, we are booking interviews in before Christmas to kick off the recruitment process!

With 25 members of the Sydney team, the organisation recently set up a new Call centre of 6x in the Brisbane office which is set to double in size in 2025!

– FinTech / Wealth Management
– Brisbane
– Client Services Team Leader
– $115k Package + Bonus
– 3 days work from home

Perfect for a Team Leader with 6 months direct Superannuation / Wealth or Investment Platform knowledge OR within a (general) Financial Services Call Centre environment background.
  
The role
Ensure effective service outcomes through coaching of your team. This role requires strong leadership & good Financial Services domain experience to support the team on process, product & customer service.

Key Responsibilities

• Support a service excellence team culture.
• Coaching on aspiring to a seamless service experience across communication channels.
• Participate in management discussions, providing feedback & expertise on process enhancements, process or product training needs.
• Be an escalation point to internal & client escalations.
• Ensure Contact Centre, inbound, outbound calls & chats meet service levels.
• Team monitoring and training.
• Provide regular updates in product and process change.
• Daily workflow and task allocation & monitoring.
• Monitor quality & run regular performance reviews (team & 1-2-1)
• Provide problem solving subject matter expertise
• Manage call listing program to identify areas for individual improvement & business opportunities to improve.

Key Requirements

• 2 years team leader experience
• Charismatic with the ability to Inspire & motivate people to strive to achieve optimal outcomes & results.
• Experience within Financial Services – Superannuation, Managed funds or Wealth experience would be a distinct advantage!
• Knowledge of insurance products and familiarity with platform products and wrap services – is highly preferred.
• Proven Client Service experience.
• A calm / considered demeanour when working under pressure & difficult situations.
• Strong communication skills.
• A continual improvement mindset and a flexible and agile approach in a fast-moving and changing environment

  
Apply NOW to secure an interview before Christmas!

Tagged as: remote, remote job, virtual, Virtual Job, virtual position, Work at Home, work from home