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customer service rep - wealth management - nth syd - $54k in North Sydney

North Sydney, New South Wales
job type
AU$ 54,360 per year
reference number
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job description

About the company

This is your chance to join the market leader in wealth management in Australia. This company offers you a rare opportunity to get your foot into banking and financial services. Based in the North Sydney office and only minutes from public transport you will be responsible for providing exceptional customer service and building a true relationship with all customers and clients. This is a unique opportunity where you can really take ownership of your role and work for a reputable company. Your strong customer service skills, ability to work in a team and problem solving skills are the key to success in this role!

About the role

You will be working on rotation rosters from Monday to Friday 8:00AM to 7:00PM.

  • Own and resolve clients and advisers requests
  • Deliver accurate information to clients and customers
  • Provide a high quality service experience to the customers (phone-based)
  • Taking inbound calls from customers and advisors
  • Provide quick escalation of issues
  • Build rapport with customers and clients
  • Convey information according to company regulations and best practice
  • KPI's driven environment


  • Dynamic and driven by customer service
  • Degree desirable in a related subject, however, not essential
  • Proven experience in customer service
  • Demonstrated desire to work in Banking and Financial services
  • Solid communication skills
  • Driven to succeed and build your career
  • Career within wealth management
  • Motivated individual and passionate about your work


  • Permanent position to kick start your career in leading wealth management company
  • Lot of opportunities to grow within the company
  • Career opportunities
  • Opportunity to work for the wealth arm of one of the Big 4
  • Ongoing learning and development
  • Supportive management

If you are interested in this opportunity please click to apply now! The position is to start in January! Don't miss out on the chance to start your career in the finance industry with like minded peers! For any further information please contact Jules Visbeck on 8215 1022

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