Online Client Relations Associate

Online Client Relations Associate

19 Oct
|
Jones Financial
|
Melbourne

19 Oct

Jones Financial

Melbourne

**Job Title: Online Client Relations Associate**
**Company: Jones Financial**
**Location: Melbourne, Victoria, AU**
**Job Type: Full-Time**
**Seniority Level: Associate Level**
**Years of Experience: 2 Years**

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### **Job Description**

Jones Financial is seeking a dynamic and motivated **Online Client Relations Associate** to join our innovative team in Melbourne. As a key member of the client relations team, you will play a crucial role in building and maintaining strong relationships with our clients in the financial sector. This position is designed for someone who is not only passionate about client service but also adaptable to the ever-changing environment of the financial industry.

**Responsibilities:**







- **Client Communication:** Respond to client inquiries through various channels (email, chat, phone) with a focus on providing informative, accurate, and timely information about our services and products.

- **Relationship Management:** Develop and maintain relationships with clients by understanding their individual needs and preferences, ensuring that their experiences are tailored and satisfactory.

- **Issue Resolution:** Proactively identify and resolve client issues, working collaboratively with internal teams to ensure a smooth and efficient resolution process.

- **Feedback Loop:** Gather client feedback and insights, and communicate relevant trends and concerns to management to help enhance our services.

- **Market Awareness:** Stay updated on industry trends, regulatory changes, and competitor offerings to provide clients with the most accurate information and guidance.







- **Documentation & Reporting:** Maintain accurate records of client interactions and feedback in our CRM system and prepare periodic reports to assess client satisfaction levels and service performance.

- **Presentation & Training:** Participate in training sessions and client onboarding processes, delivering presentations that promote understanding of our services and their benefits.

- **Collaboration:** Work with the marketing team to help promote our services, and assist in the development of strategies to attract and retain clients.

**Requirements:**

- **Education & Experience:**
- Bachelor's degree in Finance, Business Administration, Communications, or a related field.
- At least 2 years of experience in client relations, customer service, or a similar role in the financial services sector.

- **Technical Skills:**






- Proficient in using CRM software, Microsoft Office Suite, and online communication tools.
- Familiarity with financial products and services is preferred.

- **Personality Traits:**
- Passionate about providing excellent client service and going the extra mile for clients.
- Adaptable and flexible in responding to client needs and changing priorities.

- **Soft Skills:**
- Excellent planning and organizational skills with the ability to prioritize tasks effectively.
- Strong presentation skills, with the ability to convey complex information clearly and persuasively.

**Benefits:**

- **Remote Work Flexibility:** Enjoy the opportunity to work from home, allowing for a better work-life balance.







- **Dental Insurance:** Comprehensive dental coverage to support your health and well-being.

- **Training & Professional Development:** Access to ongoing professional development opportunities to help you advance your career within Jones Financial.

### **Working Environment**

Join a vibrant team that leads the financial industry through cutting-edge ideas and solutions. At Jones Financial, you'll work alongside skilled professionals who are dedicated to innovation and strive to exceed client expectations daily.

**Deadline to Apply:** ********

**Equal Opportunity Statement:**

Jones Financial is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.





All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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We encourage you to apply if you are excited about helping clients navigate their financial journeys and thrive in a collaborative, innovative working environment!How to apply: Apply on GrabJobs and you will be notified if shortlisted for the job.

▶️ Online Client Relations Associate
🖊️ Jones Financial
📍 Melbourne

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