Client Service Consultant / Adviser Support

Job Title: Client Service Consultant / Adviser Support
Contract Type: Permanent
Location: Sydney CBD, New South Wales
Salary: Bonus
Reference: 173941_1509062696
Contact Name: Nandani Devi Gosai
Contact Email:
Job Published: October 27, 2017 11:04

Job Description

There are presently a number of opportunities available due to ongoing growth as well as internal promotions of existing staff. They are looking to appoint people ideally with an interest in developing a long term career within financial services who want to work their way up the ranks as they develop their skills and expertise.

Key Duties:

  • Handling incoming calls and queries from investors, advisors and other clients in relation to their accounts;
  • Understanding the customers' needs based on your industry knowledge and identifying ways in which to resolve issues for customers and recommend solutions;
  • Focus on first call resolution where possible and liaising with other teams to resolve issues where needed, responding to clients within SLA timeframes;
  • Updating of information on behalf of the client, logging of queries and maintaining compliance requirements.

Skills and experience:

  • Similar previous experience within a customer service based role (preferably phone based);
  • Recently completed or close to completing a bachelor degree within finance or relevant industry;
  • A desire to succeed within a high performing, customer focsed environment;
  • Previous experience within financial services, investmenets or WRAP platforms an advantage but not essential;
  • Excellent communication skills and an ability to problem solve, identify solutions and provide superior customer service.

Culture and Benefits:

  • Competetive salary;
  • Great opportunity for career progression;
  • Continuous learning and development opportunities.

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