Posted on: 9/03/2017

Salary: AUD 70000.00 -> 80000.00 Per year

Job type: Permanent

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CBD- Corporate Team Environment
Permanent Opportunity - Immediate Start
Highly Regarded Financial Services Organisation

To provide quality customer service within the Investment's call centre whilst operating accurate and timely processing. This includes providing clients with general advice on their account, products, service, legislation and identify opportunities for advice referrals.

Some of your duties will include:

    • Facilitating completion of the sales process

    • Educating and advising clients on products and services

    • Following up with referrals

    • Maintaining excellent customer service at all times

    • Producing statements and reports to clients upon request

    • Updating records and notes of all calls

    To be successful in this role, you will demonstrate:

    • Strong administration skills

    • Well organised, efficient working practises and good time management

    • Good attention to detail

    • Excellent telephone manner and keen attitude

    • Good work ethic and ambition to achieve and develop within the role

    • Experience working as part of a dynamic team

    • Excellent communication skills and previous customer service / call centre experience

    • Knowledge of financial products or exposure within various aspects of the industry is essential

    • Experience or knowledge of superannuation is essential

    • Must have RG146 qualification with Superannuation & SMSF subjects

    • Advanced Diploma of Financial Planning desirable

This is a fantastic opportunity to work for a successful organisation that can offer career advancement within Financial Planning to successful candidates. A background in financial services and call centre experience are strong foundations to help you progress in the selection process and within the role.

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 Laura Downing, in our Sydney office on 02 8233 2918

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