Iress
Client Solutions Representative
Helps the financial services industry perform at its best
Sales and Customer Success
Full-time
Office | Sydney, Australia
Visa sponsorship · No
Junior · A role for someone with some basic skills, good motivation and ability to learn. Typically 1-2 years of experience is required.
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Why Iress
We are a global team of 2,250+ people building software.
From the world’s most iconic financial services brands to advice firms of all sizes, challenger banks, insurers, investment managers, traders and brokers, more than 10,000 businesses and 500,000 people use our software to help them perform better and deliver more.
We operate across Asia Pacific, United Kingdom & Europe, North America and Africa.
About the role
The person in this role will maintain strong relationships with our advisers and investors and ensure that agreed SLAs are adhered to, client issues will be addressed and services continually improved. They will responsible for having complex conversations regarding share trading, managed investments and superannuation enquiries for new and existing wealth clients.
What you'll be responsible for
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Customer Advocacy and Feedback
Advocate for customers by providing feedback to internal teams on how to better meet customer needs
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Adoption and Success Management
Support customers gain value from the product / service. Including check-ins, training, addressing blockers to adoption, and providing best practice advice
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Account Retention and Expansion
Proactively identify opportunities for expansion and limit risk of churn by collaborating with clients to deliver on actions
Skills you'll need
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Collaboration
Works with others by being open, clear in communication and listening to achieve goals
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Service orientation
Actively seeks and develops strategies to help key stakeholders
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Problem solving
Identifies problems and develops logical solutions that address the problems
Meet the team
