client services officer | investment and superannuation in melbourne cbd

posted
job type
permanent
salary
AU$ 60,000 per year
apply now

job details

posted
location
melbourne cbd, victoria
job category
banking & financial services
job type
permanent
salary
AU$ 60,000 per year
reference number
90M0281095_1525066271
phone
000
apply now

job description

Company Overview

An exciting opportunity exists to join an industry leader within the financial services sector due to business growth they have multiple opportunities across their Investor Services business unit. This area is responsible for administering the company’s superannuation, wrap services and specialist products so dependent on your experience and key skills you could end up in any one of these teams!

Key Responsibilities

  • Update and maintain client records
  • Process new business applications and redemptions
  • Handle inbound calls from Members, Advisers and Investors
  • Manage email correspondence and respond to enquiries within SLA’s
  • Develop indepth product knowledge
  • Build strong working relationships with internal stakeholders

Selection Criteria

  • Excellent written and verbal communication skills
  • Previous experience within superannuation or financial services
  • Experience in a phone based role, supporting Advisers will be highly regarded
  • Relevant tertiary qualifications
  • RG146 qualification will be highly regarded
  • Strong focus on delivering a superior customer experience
  • Excellent attention to detail
  • Available to attend interviews 3rd May

To Apply

If this sounds like the opportunity you have been waiting for and you meet the selection criteria listed, follow the links below to apply or contact Hannah Ebers



skills

Platform Support, Investor Services, Funds Management

qualification

Relevant tertiary qualification, RG146 highly regarded

educational requirements

Bachelor Degree