Works within pressurized circumstances across teams to ensure client contacts and queries are understood and responded on appropriately. The Client Services Consultant plays a crucial role in achieving Raving Fans through::
Maintaining solid operational relationships
Collaborates to ensure understanding and resolution of all client queries
Identifies solutions and agrees resolution paths
Ensures regular feedback is provided until resolved owns all contacts
Keeps updates within changes in the landscape to ensure solutions are tailored and relevant
By nature is a Completer/Finisher who ensures all queries are resolved on AWD and Service Desk
Escalates timeously where appropriate but never hands off ownership
Always looking for ways to improve client experience
Fosters partnerships to improve cycle timeneric Job Profile
Job Requirements:
1 to 3 years experience in a service-orientated environment
Experience in the financial services industry is advantageous
Knowledge of MS Office Suite
Demonstrative track record of professional client experience in a dynamic industry
Strong communication (verbal written) skills
Problem solving analytical and collaboration skills to deliver solutions for client and organization
Take responsibility for achieving objectives with a strong focus on the client experience
Displays an understanding of client satisfaction best practices
Displays a team approach through collaboration and support
Builds and maintains productive relationships within the organization and with clients
Curious and innovative in driving continuous improvement
Quality orientated with a 100% accuracy rate within a very robust turnaround time
Agility and adaptability in a high-pressured complex environment with tact and diplomacy
Manage time effectively i.e. engaging internal and partner teams to ensure outcomes
Self managing and resilient
Engaging with development teams on new products and solutions to existing issues
About FNZ
FNZ is committed to opening up wealth so that everyone everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry but complexity holds firms back.
We created wealths growth platform to help. We provide a global end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with over 650 financial institutions and 12000 wealth managers with US$1.7 trillion in assets under administration (AUA).
Together with our customers we help over 26 million people from all wealth segments to invest in their future.
Required Experience:
Contract
We provide a global, end-to-end wealth management platform that integrates technology, business & investment operations all in a regulated financial institution