Client Service Officer

Location: Sydney, New South Wales
Job Type: Permanent
Salary: Negotiable
Contact: Nandani Gosai
Specialisation: Superannuation & Investments
Reference: 196799_1573528872

The Opportunity:

This is one of Australia's leading financial services firm that works across Advice, Superannuation and Banking. This is an opportunity for customer focused individuals with phone-based experience to join a professional, corporate environment working on multiple projects and creating outstanding opportunities for career progression and investment there in staff. This opportunity is a entry level opportunity to get into advice.

Duties & Responsibilities:

  • Handling and serving all inbound calls and responding to written queries with accurate delivery and responding with quality solutions;
  • Provide quality, solution-based outcome for members and work towards a first call resolution target;
  • Maintain and administrate records accurately and coordinate information according;
  • Phone based general advice regarding advice or banking, maintaining compliance in line with statutory legislation.

About you:

  • 12 months experience in a similar role within a financial services call centre;
  • RG146 in Financial Planning or DFP / DFS is essential;
  • Strong written and verbal communication skills;
  • Understand all current legislation and ability to continue to learn in a changing environment

Don't miss this outstanding opportunity to join this high performing team and really see your career take off. Apply now on the link below or call Nandani quoting reference #196799 on (02) 8247 5711