Relationship Manager
2 weeks ago
We are looking for a talented Client Relationship Manager (CRM) - Admin to join our dynamic CRM team for a 7-month maternity cover at Generate KiwiSaver Scheme. This role is crucial in delivering exceptional customer experiences and achieving our vision of being the top choice for our members.
You will play a pivotal part in handling customer queries and withdrawal or funds deposit requests through Salesforce while ensuring strict compliance with all regulatory requirements. This involves processing various withdrawal or deposit requests, responding to queries from members and authorised third parties, and liaising with key internal and external stakeholders.
- Key Responsibilities:
- Manage customer inquiries and resolve issues promptly and professionally.
- Process withdrawal or deposit requests efficiently and accurately, ensuring a seamless experience for our members.
- Liaise with internal and external stakeholders to ensure compliance with regulatory requirements.
- Take ownership of member applications, prioritising cases and ensuring timely resolutions.
- Participate in ongoing training and development, staying up-to-date with industry best practices and regulatory changes.
About You:
We seek a highly motivated and process-driven individual who is passionate about providing great customer service and creating a seamless experience for our clients. You should be able to take an investigative approach to your work, ensuring you follow regulatory guidelines while seeking efficiencies.
A successful candidate will have previous experience supporting customers via email and working in an environment where they need to follow procedures and guidelines. Strong organisational and time management skills are essential, as well as adaptability in handling unexpected situations and challenges.
Benefits:
- A competitive base salary + bonus package paid twice a year, additional KiwiSaver contribution, corporate benefits, and more.
- Wellbeing benefits, including health insurance, Employee Assistance Program (EAP), and discounted gym membership.
- A thorough face-to-face induction, study assistance, and ongoing training & support.
- A proactive Health & Wellbeing Committee that organises a full calendar of events and initiatives that support Social Connection, Community, and Mental Health.
- An Auckland CBD office with an amazing view, close to transport hubs.
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