Job Title

At Midwinter, we know theres a human interaction behind every quality advice experience. Thats why were focused on supporting our clients with software that simplifies how they deliver advice. From managing compliance to scaling practices, our software supports everyday tasks so clients can focus on providing great advice and growing their business.Midwinters digital advice framework seamlessly interacts with our flagship AdviceOS platform, enabling advisers to deliver quality advice at a lower cost and greater scale, and providing a new way for advisers to engage with their clients.About The RoleWe''re looking for passionate and confident full time Application Support Specialist to join us and provide front line support to Midwinters retail and corporate clients. The role requires you to respond to enquiries by phone and email in a timely manner and provide excellent customer service ensuring that the client expectations are met.What Youll DoFirst line client support for utilising cloud based advice technologyDevelop, maintain, and deliver effective training plans to ensure the production of training materials.Maintain client records in CRMRecord all inquiries received and solution into the Midwinter ticketing systemRespond to telephone or email inquiries received within our service level agreements (SLAs)Capture product enhancements, and proactively engaging with various stakeholders to implement change that is beneficial to all usersProactive client retention activities, overseeing the process and capturing key client themesUnleash your potentialTo be successful in this role, your background and experience will include:Understanding of the Financial Planning/Wealth Management industryExperience providing customer support services and strong relationship management skills, engage with clients at a senior level to deliver successful commercial arrangementsRG 146 (Diploma in Financial Planning) is an advantageousNegotiation and resolution skillsAbility to work well under pressure, take ownership of assigned tasks and communicate timelines to deliverExceptional organisational and time management skills, the ability to prioritise and avoid mismanaging workflowExcellent verbal and written communication skills to adapt to technical and non technical audiencesWorking at MidwinterOur people are the heart of our business. We work hard to provide a rich employee experience and a robust framework for ongoing career development.Competitive salary and employee benefits scheme2 paid volunteering days and a range of community-based initiatives to get involved inFlexible Hybrid workplace as we value work-life balanceA friendly, social and supportive global team that thrives on delivery & embraces diversityGenerous reward and recognition programsBravura Leave day to celebrate events that are important to you.So, whats next?We make hiring decisions based on your experience, skills and passion so even if you dont match every listed skill or tick all the boxes, wed still love to hear from you.Please note that interviews are primarily conducted virtually and if you require any reasonable adjustments or would like to note which pronouns you use, please let us know.All final applicants for this position will be asked to consent to a criminal record and background check. Please note that people with criminal records are not automatically barred from applying for this position. Each application will be considered on its merits. #J-18808-Ljbffr