Client Relationship Admin FinxS

This is a remote position.

• Administration and Customer Service Representative
  
• Serves customers by providing product and service information and resolving product and service problems.
  
• Opens customer accounts by recording account information.
  
• Maintains customer records by updating account information.
  
• Maintains financial accounts by processing customer adjustments.
  
• Contributes to team effort by accomplishing related results as needed.
  
• Copies and stores important documents and records.
  
• Provides office communications support by fielding calls answering questions forwarding messages confirming customer orders and keeping customers informed of order status.
  
• Email inbox management
  
  
• Data Entry
  
• Create new contacts in CRM
  
• Create new opportunities in CRM
  
• Prepare client files for assessment
  
• Accurately record client information
  
• Update and maintain client contact details
  
• Record correspondence in CRM
  
• Update status in CRM
  
  
• Workflow
  
• Record work completed on client files
  
• Ensure that work continues on priority tasks
  
• Team Career & Innovation
  
• Promote a positive working relationship with the team
  
• Proactively contribute to team meetings
  
• Take responsibility for personal and professional development
  
• Share ideas and innovative concepts to add value to the business
  
• Take responsibility for being successful in my role
  
• Maintain Learning Journal
  
  
• FinxS
  
• Create new user profile in FinxS
  
• Set up points pricing
  
• Add reports to FinxS Accounts
  
• Copy and send user Access Codes and FinxS login details to client
  
• Rebranding client platforms
  
• Rebranding reports
  
• Set up project codes in FinxS
  
• Send out online assessments
  
• Retrieve reports out of FinxS
  
• Create new reports in FinxS
  
• Exporting clients into CRM from FinxS
  
• Email HR Profiling new Accredited Practitioners or Consultants to obtain Certificate
  
• Send out Certificates and welcome emails
  
• Upload Certificates and Reports into the platform
  
• Send marketing material to Prac & Cons
  
• Send Product Information to Prac & Cons
  
• Edit user access rights when Prac become Cons
  
• Add additional reports when Prac become Cons
  
  
• Training
  
• Send out online assessment
  
• Add to calendar invite with workbook
  
• Set up contact in platform as new client
  
• Send reports before course to clients
  
• Precourse email (being set up in platform)
  
• Post training feedback from email links/marketing
  

Requirements

Benefits

• Australian clients and Australian hours (giving you great experience and an early finish!)
  
• Work from Home Allowance
  
• HMO for you AND a dependent from Day 1
  
• 20 Days Annual Leave and 5 Days Sick Leave
  
• Government Statutory Benefits
  
• 13th Month Pay
  
• Computer Equipment
  
• Opportunities for growth
  
• And of course a competitive salary