Client Service Associate
Join ASX 100 Finance Leader Flexible workplace & collaborative team â€“ we value great culture Sydney CBD Location About us: BOQ Specialist delivers distinctive banking solutions to niche market segments. Our focus, experience and dedication to our clients have enabled us to become experts in a number of professional niches. We aim to add value to and build partnerships with our clients and we have been providing specialist banking in Australia for over 20 years.
Our broad range of personal and business banking options include transactional and savings accounts, credit cards, residential mortgages, practice purchase and fit-out loans, car loans, SMSF loans and property investment loans. Our approach is characterised by responsive personal service, unconventional thinking, and an ability to be nimble, flexible and innovative. As a division of Bank of Queensland you will be working for one of Australia's top 100 listed companies where our vision is to create Australiaâ€™s Most Loved Bank BOQ are passionate about providing opportunities for you to develop your career as we continuously adapt and deliver in a transformational and competitive environment.
We support a flexible workplace that provides a great working environment with collaborative open space. Benefits include: Career progression and development opportunities in the finance industry Discounted financial products Salary packaging options Gym discounts and much more About the Role: As a Client Service Associate you will provide Customer Service Excellence in a contact centre environment as first point of contact for clients of the BOQ Specialist Banking business. This role will focus on responding to client requests and determining customer needs.
You will also provide financial solutions that add value to existing BOQS clients. This will be done in a consistent manner, delivering outcomes that exceed customer expectations and ensuring KPIs are met in a way that aligns with BOQ values. Full training will be provided.
Some other key responsibilities will include: Working closely with Relationship Managers to manage the ongoing client relationship and client maintenance Responding to client emails and secure messages Processing real-time operational requests relating to transactions and account administration as well as support the business in account opening responsibilities. Delivery of contract documentation upon client and consultant request Liaising with the Risk and Compliance Team in accordance to legislative requirements About you? Passionate about all things customer service and will demonstrate an understanding of the Digital and Direct Banking environment. Naturally, you will demonstrate excellent relationship management skills, and have proven experience working within a contact centre environment.
To be successful in this role you will have the below skills, knowledge and experience: Driven and proactive attitude, with a passion for finance Degree or a related tertiar....