Posted on: 11/04/2017

Salary: AUD 50000.00 -> 55000.00 Per year

Job type: Permanent

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CBD Location - Immediate Start
Permanent Opportunity - Excellent Career Progression Opportunities
Iconic Australian brand

This leading Financial Services organisation operating in the Wealth Sector is seeking a Client Services Representatives to join their fast growing team based in the CBD. Due to a number of internal promotions and fast growth, it is an exciting time to join this organisation. For people passionate about a career in Financial Services or stock market trading, this is a great place to gain experience and get exposure within the Wealth sector at a leading bank. Your role will be to assist high net worth individuals with their investment, anything from transferring shares, account opening, managing trades, through to providing technical support in navigating their self managed system and general enquiries.

Duties include:

    • Maintain an up-to-date working knowledge of all products, performance, procedures and business rules

    • Provide clients/advisers with accurate and timely account information within service levels

    • Educate clients/advisers about up-to-date products and services

    • Ensure notes of calls are placed on relevant systems

    • Produce and send statements and reports to clients/advisers when requested

    • Report and escalate identified risks and issues to team leaders as appropriate

    • Ensure no advice is given to clients

    • Maintain an awareness of policies and procedures

    Key Skills Required:

    • Call Centre Experience

    • Financial Services Experience

    • PS146 Compliance Desirable

Like to know more? To submit your application, in strict confidence, please apply online using the appropriate link below. Alternatively, for a confidential discussion, please contact Donna O'Flynn in our Sydney office on 02 8233 2272 Your interest will be treated in the strictest of confidence.

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