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Sales Support and Client Experience Coordinator

Job details

Location: NSW
Discipline:
Reference: Ad-24274
Posted: 24 days ago

Job description

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