Posted on: 2019-01-23

Salary: AUD 55000.00 -> 55000.00 Per year

Job type: Permanent

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Iconic Australian Financial Services brand is currently seeking a motivated customer Service Consultant to join their CBD office on a permanent basis, joining a team of 40 experienced Consultants.

The Role:

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

  • Maintain an up-to-date working knowledge of all products, performance, procedures and business rules
  • Ensure referrals are called and followed up
  • Handle sales and saves opportunities as referred from the Client Services team within specified timeframes and facilitate completion of the sales process or referral to advice areas
  • Coach and provide feedback to client services team on referrals
  • Educate and advise clients about up-to-date products and services
  • Ensure notes of calls are placed on relevant systems
  • Produce and send statements and reports to clients when requested
  • Report and escalate identified risks and issues to team leaders as appropriate
  • Ensure all activity and break codes are entered correctly

The Candidate:

  • Strong Customer Service and relationship management skills
  • High level of computer literacy
  • Strong written and verbal communication skills
  • Strong self/time management skills and ability to multi-task
  • Ownership of personal professional development
  • Ability to make well-informed and substantiated decisions
  • Strong attention to detail

This is a fantastic opportunity to work for a highly-regarded financial organisation that can open so many doors in the industry. Full training and mentoring provided to ensure your success in your new role. After 12 months you will be put through PS146 Financial Planning qualification.

If you are interested in this role, please apply. If you would like to have a confidential chat please call Charmaine McLauchlan on 0282332271 for a confidential chat.

Send job by email

Apply for Client Service Consultant - Investments - Entry Level
Reference: BZ/45556

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