Job details

Listed 12 March 2010

Client Services Executive - Financial Services - Sydney
Sydney

My client, a leading financial organisation has a requirement for a number of client services executives to join their sales team. The role is to provide first line support for their clients, ensure delivery of a high level of service and support in order to increase customer retention levels.

Responsibilities of the role:
* To provide outstanding level of service to end-clients trading CFD's in global markets
* Resolution of client queries in a timely and effective manner ie deal with client queries professionally.
* Liaise with other areas of the business to escalate and resolve issues and/or report faults as and when appropriate
* Ensure that the CRM system is updated promptly, for instance, log all correspondence in CRM
* Provide support for end client's software problems when using the trading platform
* Provide training support to clients on the use of other products
* Monitor clients accounts and bring to attention any issues
* Educating end-clients in using the trading platform/system
* Provide support for any trading queries
* Manage the processing of payments
* Generate reports on demand / periodically
* Comply with all anti-money laundering procedures

The successful candidates will have the following key competences:
Team work, Customer centric/ focus, excellent communication skills, self management and attention to detail. My client is looking for individuals with a good general knowledge of financial markets, Microsoft Word and Excel.

This is a great opportunity for individuals with the drive and ambition to succeed and be a part of a successful organisation.


Industry: Other Sector: Private
Profession: Accounting Work Type: Full Time
Role: Other
Reference Number: JSAPAC/CSE/23/4/2246554

Nearest Transport:
Contact Details:Jas Mann

Only People with the right to work in Australia / New Zealand may apply for this position.

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