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CFS2 days ago

Edge Service Specialist

Hybrid · Melbourne, Victoria, Australia or Hawthorn East, Victoria, Australia

Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Large
Industry
Financial Services

Job Summary

Edge Service Specialist role delivering exceptional customer service to advisers and their staff via web chat, inbound calls, and emails; educate customers to self-serve on the platform to achieve full adoption of platform capabilities; rapidly identify and elevate issues for investigation; work in a fast-paced wealth-management environment and strive to meet KPIs while embracing coaching and continuous improvement; preferred background in the superannuation/investment industry with strong communication and listening skills and a passion for helping customers stay informed and engaged with the platform.

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CFS

Edge Service Specialist

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