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Account Relationship Manager

3 weeks ago

Auckland, Auckland, New Zealand Liberty Financial Pty Ltd Full time

At Liberty Financial Pty Ltd, we are committed to delivering exceptional customer experiences. As a Customer Engagement Officer, you will be an integral part of our team, working closely with financial advisers to provide prompt and professional support via phone or email.

Your primary focus will be on addressing inquiries, troubleshooting challenges related to our CRM system, and collaborating with team members to improve processes and share insights on customer needs. To excel in this role, you will need to possess strong communication skills, with the ability to convey information clearly and confidently in both written and verbal forms.

We pride ourselves on being a values-driven organization, guided by our five key values: Fair, Learning, Accountable, Invested, and Resourceful. We strive for diversity and inclusion within our workforce and deliver various initiatives for our community.

Key Responsibilities:
  • Address inquiries and troubleshoot challenges related to our CRM system
  • Collaborate with team members to improve processes and share insights on customer needs
  • Work effectively in a team environment