Overview • Providing a high caliber Customer interaction as measured by client call quality reports, call audits, and customer satisfaction survey;• Providing pre-sales consultative solutions, which explain features and advantages of cleint products to Customers who call Retail Contact Center Sales and Service;• Logging of correct and valid orders and accurately logging all Saved For Later (“SFL”) opportunities;• Selling and providing sales support for client products to drive incremental revenue while ensuring the highest level of Customer Satisfaction Survey scores;• Presenting to the public a strong working expertise in all client products (now and in the future) as measured by client call quality reports, call audits and Customer Satisfaction Survey scores;• Ensuring innovation and quality in all Customer interactions as measured by client call quality reports and Customer Satisfaction Survey scores;• Capturing all required data elements in client internal Online Store and other systems of record as required by client training and operational procedures; and• Maintaining a general awareness of client strengths in the industry. Qualifications Requirements/Skill•Educational Attainment: Sales: Degree, Diploma with CS/BPO experience. If Diploma, must have at least a year of Sales experienceService: Degree, Diploma with CS/BPO experience. Highly recommended is with Bachelor’s Degree, if Diploma must have at least a year of BPO/CS experience•Industry Experience: Sales: Preferable with 1 year Sales (BPO) background voice support. If no BPO experience, must have a year of Sales experience (F2F, virtual/calls)Service: Preferable with 1 year CS (BPO) background voice support. if no BPO experience, a year of experience in customer service environment•Language Competency: Sales/ Service: EN C1, Malay C1Must meet competencies on both languages SHL/Hallo AI•Skill Competency: Sales/ Service: EN C1, Malay C1Must meet competencies on both skill languages using Mock Call Assessment•Technical Competency: Product Background - Preferably technology savvyTyping Speed - 40 WPMComputer Literacy - Good to have, passed customer literacy assessment•Work-From-Home Environment Readiness1. Agreed to work from home in case of BCP activation2. Must have a dedicated personal workspace conducive to work from home3. Internet speed dedicated to the specialist should be atleast 12mbps4. Specialist should have control over the usage of internet5. During WFH scheduled hours, internet should be 100% dedicztaed to the specialist's work as indicated on the Statement of Understanding document that the specialist will sign prior to WAH deployment5. Internet connection must have a LAN cable connectionKey Characteristics of successful speiclaists include but are not limited to the ability to be/have:a. Empathetic and customer focusedb. Self Startersc. Ambitiousd. Enthusiastice. Confidentf. Attention to detailg. Proactiveh. Multitaski. Mature enough to sustain through initial learning curvej. Experience in high-volume contact centers or call centersk. Communicate effectively and succinctlyl. Deal with ambiguity effectivelym. Ability to problem solven. Ability to handle fast pace inbound call center environment.

Title: Client Service Specialist Location: Melbourne Australia Job Description: We are seeking a talented individual to join our Client Operations team at Marsh. This role will be based in Melbourne office and it's a hybrid role that has a requirement of working at least three days a week in the office. In this role you will support colleagues and clients in all aspects of administration and technical support through the accurate, efficient, and timely production of all policy and related documentation across the insurance life cycle. Supported with training in the combination of online learning modules, systems support from the Operations team and 1:1 on the job learning. Working under the umbrella of operations you will help drive standardization of processes and procedures. This includes providing legally compliant work to the client and entering accurate information into all Marsh IT Applications, enabling the delivery of analytical statistics. You will assist in upskilling non client facing operations colleagues with additional product and client knowledge. We will count on you to: - Act as a connector between Broking and Operations, fostering collaboration to deliver optimal client solutions. - Acquire and maintain an understanding of clients' business and insurance needs, ensuring all relevant information is noted and acted upon. - Ensure timely and accurate production of client transactions, including invoices, policy documentation, and renewal reports. - Support effective working relationships with clients and insurers, while seeking opportunities for innovation and process improvement. - Maintain accurate records on all clients and adhere to the Company's quality practices and compliance policies. What you need to have: - High School Certificate or equivalent. - Minimum of 2 years' experience in a similar broking/operational role, preferably in an insurance-related field. - Excellent analytical and negotiation skills, coupled with exceptional written and verbal communication. - Proficiency in Microsoft Office Suite and the ability to learn new systems quickly. What makes you stand out: - Strong communication skills (verbal and written). - Ability to work under pressure and meet deadlines through effective time management. - Motivated self-starter focused on achieving results, capable of working autonomously as well as being a team player. Why join our team: - We help you be your best through professional development opportunities, interesting work and supportive leaders. - We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. - Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. About MARSH: Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. Marsh is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

Title: Senior Client Services Officer Location: Melbourne Australia Job Description: Are you looking to further your Client Services career? Join our Wealth Implementation team! If you have a passion for client engagement, the financial planning sector, and yearn for collaboration and a supportive team, this is the right opportunity for you. This will be a full-time, hybrid (3 office days), permanent position based in Melbourne or Sydney. Your role, your contribution! - Coordinate the onboarding of client accounts, statements of advice, posting and preparation of advice implementation and managing client data. - Check and monitor asset transfers, placing buys and sells on investment funds, managing withdrawals and contributions and liaising with Financial Institutions. - Communicate and collaborate with Advisers, Partners, Client Services team members and Corporate staff. - Ensure all client related tasks are completed in accordance within SLAs and regulation standards. The benefits of joining us - Enjoy every second Friday off! Work 76 hours over nine days and enjoy the flexibility of a day off every other week. - Receive comprehensive training and a dedicated buddy for a smooth start! - Access a clear career development pathway with ongoing support! - Enjoy hybrid working arrangements and learn from your peers. - Prioritise your work-life balance with our purchased leave options! - Access to our Employee Assistance Program (EAP). What you will bring to the role - Passionate about delivering top notch client and stakeholder experiences. - Proven Client Services experience in the Financial Planning industry. - Expertise in Investment Platforms and client implementation. - Team orientated with a passion to learn and grow. If this role sounds like a good fit - Apply now! Our Impact: Why Findex? At Findex, we help clients manage, grow, and protect their financial future with confidence. Since 1987, we've become a leading Australasian provider of integrated accounting, advisory, and wealth solutions, delivered through our "Wealth Accountant" and Family Office models. With 2,500 professionals across over 100 offices, we combine local expertise with global reach and remain committed to supporting clients and communities in creating long-term financial security. For the Community - The Findex Community Fund (FCF) is dedicated to giving back to the communities we serve. Since 2018, we have donated over $4.3 million to more than 800 charities across Australia and New Zealand. Collectively, our team has dedicated over 9,000 volunteer hours, making a tangible impact in their communities through personal engagement. For our Customers - Together, Findex and Crowe champion the success of over 75,000 Australasian businesses, helping them grow with expert advice, fresh thinking, and top-tier professional services. Here, you're empowered to work in a way that brings out your best - supporting your growth, your team, and the clients who trust us to make a real difference. For You - At Findex, we focus on developing our people first. With structured training and development opportunities, we allow our people to grow their career in a way that sets them up for success. We actively support our people by giving them extra support to external studies that is relevant to their role. For Diversity & Inclusion - Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.

Role Description Join a growing event planning company where you’ll play a key role in delivering seamless client experiences from start to finish. At 3 Dots, you’ll support the coordination of events, logistics, and client communication while gaining hands-on experience in a fast-paced, client-focused environment. This is a great opportunity for someone who is highly organized, detail-oriented, and looking to grow in event coordination, client services, or operations. - Serve as a primary point of contact for client communication (email, messaging, and calls) - Coordinate schedules, confirmations, and event-related logistics - Support planning for events, including venues, accommodations, and activities - Communicate with vendors and service providers to ensure smooth execution - Maintain accurate records, timelines, and documentation - Collaborate with internal team members to keep projects on track - Follow established workflows and systems to ensure consistency Qualifications - Strong communication and organizational skills - High attention to detail and ability to manage multiple timelines - Comfortable working independently in a remote environment - Basic proficiency with online tools (Google Workspace, email, scheduling tools) Requirements - Experience in customer service, events, hospitality, or administrative support (Nice to Have) - Familiarity with coordination, scheduling, or logistics (Nice to Have) Benefits - Flexible, remote work environment - Hands-on experience in event coordination and client services - Opportunity to grow within a structured and supportive team - Exposure to planning and managing a variety of events and experiences