On-site Client Success Specialist

Our client is an Australian company seeking detail-oriented and organized individuals to join their team as Client Success Managers in the finance sector. This role is ideal for someone who thrives in a fast-paced, collaborative environment and enjoys problem-solving while delivering exceptional customer service.

Job Responsibilities:

• Manage high-level emails and respond promptly.

• Handle Inbound & outbound calls with professionalism.

• Perform data entry with a high accuracy & efficiency.

• Maintain and update CRM, spreadsheets, and other records.

• Handle administrative tasks such as filing and triaging emails.

• Provide customer support & respond to enquiries.

• Collaborate with other departments to ensure smooth operations.

• Apply critical thinking to assess client situations, identify solutions, and improve processes.

Qualifications:

• 2+ years of experience as B2C CSR for any financial campaigns.

• At least 1 year of experience as B2B CSR.

• B2 to A1 English Proficiency, both verbal and written.

• Exceptional attention to detail and accuracy in work.

• Strong critical thinking & problem-solving skills.

• Strong proficiency in MS Office Suite (Word, Excel, PowerPoint, and Outlook).

• Excellent organizational and time-management skills.

• Strong communication skills (written & verbal) – Fluency in English is a must.

• Ability to work independently and collaboratively in a team environment.

• Proven experience in data entry, administrative tasks, and email management.

• Previous experience in a similar role is preferred.

Benefit: HMO (after 6 months tenure)

Set-up: Office-based

Workload: 40 hours/week