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CLIENT ENGAGEMENT COORDINATOR

Job details

Location: NSW - Sydney
Discipline:
Reference: Ad-23341
Posted: about 2 months ago

Job description

  • Are you a client focused marketing/admin professional looking for a new challenge?
  • Work within an award-winning financial services organisation
  • Sydney CBD


About the role

My client has over 30 years’ experience in their field, they are a forward thinking, fully integrated advice centre incorporating chartered accountancy, wealth management and business advisory services.


You will be required to:

  • Use your marketing knowledge to renew existing clients, upsell and also attract new business.
  • Passionate about creating the best client experience possible every time.
  • Be able to work within an agile environment and be adaptable to change.
  • Identifying ways that you can continually improve efficiency, processes and procedures


About you

  • 3+ years’ experience in sales/marketing in a professional environment, preferably the financial services industry
  • Exceptional attitude, communication and interpersonal skills
  • Relishes taking ownership and accountability for the role with a real focus on follow up    
  • Customer centric individual keen to enhance the customer or clients experience
  • Advanced Microsoft Word, Excel and PowerPoint is needed in this role  


What next

If you believe you are suitable for this role, please contact Indra Stanley 02 9641 2441 / indra@charterhouse.com.au