Client Engagement Officer
- Location Carlton, Melbourne
- Competitive Salary + super + bonuses
- Part Time or Full Time
- Banking and Financial Services / Real Estate
The purpose of the role is to lead Cursio Group’s client services team that provides a direct connection between customers and our advisors. This role will help to identify new opportunities, set review meetings, service clients’ needs and provide administration assistance. Critical to success is a focus on clients’ needs, understanding of people and a commitment to being flexible and challenged. The end result should be a growing number of satisfied clients that will enable Cursio Group to provide more advice across the various businesses; Insurance Broking, Financial Planning, Mortgage Broking and Property Advocacy.
Working for Cursio Group
Working for Cursio Group means being part of a small family business that values loyal relationships and encourages collaboration and innovation. It is an environment that offers a diverse range of services and provides opportunities for professional development. We’re flexible enough to allow you to make the most of your life, both professionally and personally.
We are looking for those that have the courage and agility to navigate changing and complex environments so that we can deliver the best solutions for our customers. We value people with integrity, an innate willingness to grow and eagerness to perform to the best of their abilities.
As an integral part of the team Cursio Group, you will play a vital role in shaping the future of our business. You will be expected to create opportunities, effectively engage with clients, work with a team of talented people and foster an environment where collaboration and communication is seamless.
About the role
Cursio Group is seeking to fill this Client Engagement Officer role comprising a number of functions; business development through social media, email marketing, outbound campaigns, phone calls sms and client events.
This role assists every business within Cursio Group’s service offering including Insurance, Financial Planning, Finance Broking and Property Advocacy. It is responsible for bringing our customer experience strategy to life. You will be required to assist the various advice teams in the implementation and delivery of Cursio Group’s business development and client retention strategy through direct client engagement.
Key Responsibilities
- Create direct marketing campaigns to grow the business with existing and new clients
- Identify customer engagement opportunities through direct contact, marketing and events
- Set review meetings with clients to meet with Advisors
- Prepare review files for Advisors
- Provide detail performance reporting and customer insights to the Advice Team so that we can respond to clients’ needs more efficiently
- Ensure each team meets its quality and productivity targets by providing leadership to drive an effective, efficient, collaborative and customer centric culture
- Work closely between the advice and administration teams to deliver a sound customer experience
- Ensure all team members work in a fully compliant manner in line with internal guidelines and obligations, and external regulatory requirements
Capabilities & Experience
- Ability to work within a family / small business
- Ability to be flexible and work autonomously and also in a team
- Ability to communicate with a range of clients with varying backgrounds and demographics
- Customer centric mindset with 2 years’ experience in the financial services and/or real estate industries
If you would like to apply for this role please send your CV to adam@cursio.com.au