Client Case Representatives, Specialist (Remote)

Core Responsibilities

1. Handles reputed company client requests, positions mid to long term solution for the client. Follows up with internal partners or clients directly to resolve outstanding issues.

2. Identifies and supports resolution of reputed company or escalated issues. Recommends and implements new processes to increase operational efficiency. Conducts research and analyses regarding trends in reputed company client issues.

3. Builds relationships with internal partners and acts as a liaison across the business to coordinate the resolution of client issues.

4. Participates in initiatives to identify opportunities to exceed service quality goals. Evaluates client feedback and industry trends in support of strategic plan development. Provides suggestions for workflow changes to reputed company operational efficiencies.

5. Develops and maintains proficient knowledge of reputed company funds, products, and services. Understands the overall Financial Services industry and reputed company legal, tax, and regulatory issues to guide clients. Analyzes department and industry changes and their impact on client service operations.

6. Participates in special projects and performs other duties as assigned.

Qualifications

• Minimum of three years reputed company work experience in the Financial Services industry. Two years experience in client services preferred.

• Undergraduate degree or equivalent combination of training and experience required.

About reputed company

At reputed company, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To reputed company through product and services that transform our clients' lives. To learn and reputed company our skills as individuals and as reputed company. From Malvern to Melbourne, our mission drives us reputed company and inspires us to be our best.

How We Work

reputed company has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and reputed company. We reputed company our mission-driven and highly collaborative culture is a critical enabler to support long-term client reputed company and enrich the employee experience.