Bowral, Southern Highlands & Tablelands NSW
Full time
We are seeking a Client Services Liaison to join our client's Bowral-based team.
In this pivotal role, you will work closely with our Client Services Specialists, following up and assisting clients in navigating the documentation process to recover their assets.Your focus will be on managing the ongoing workflows efficiently ensuring that documents are submitted correctly and on time.We are looking for someone with the resilience and expertise often found in accounts receivable professionals, capable of handling tough questions and pushing back when needed, all while maintaining professionalism and poise.Key Responsibilities Proactively contact clients to obtain outstanding documentation, ensuring accuracy and completeness.Ask targeted questions and apply polite but firm pressure to resolve issues and secure necessary information.Review and interpret wills to map family structures and determine appropriate consents required for case progression.Confidently handle objections and challenging conversations with professionalism, ensuring productive outcomes.Guide clients through complex processes with patience and clarity.Use tools like Microsoft Word, Excel, CRM, and SharePoint to organise workflows, track progress, and maintain accurate records.Qualifications and SkillsA background in accounts receivable or a similar field is highly valued, particularly for its emphasis on assertiveness and attention to detail.Strong verbal and written skills, with the ability to manage difficult conversations effectively.A naturally curious and analytical mindset, eager to ask probing questions and uncover actionable insights.Exceptional time management and organisational abilities to handle multiple priorities.Thrives in a fast-paced, evolving environment, remaining flexible and composed under shifting demands.Join a professional team dedicated to achieving results and assisting clients through challenging processes.
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