Adviser Services Specialist in Financial Services

1 week ago


Southbank, Victoria, Australia Ambition Group Full time

The Role
This is a low volume client services role, averaging around 20 calls per day.

You will be speaking to Financial Advisers rather than individual investors and will have the following responsibilities:

  • Direct Contact with Fund Managers, Investors and Advisors
  • Provide proactive platform navigation to Adviser's and their support staff;
  • Ensure that all queries / requests are actioned to a set standard of service and quality.
  • Liaise with Advisors and clients to fulfil service and processing requests within SLA's
  • At least 12 months experience in a client services role within finance.
  • Outstanding communication and interpersonal skills.
  • The capacity to work individually as well as in a team.
  • A motivated and professional attitude.
  • The ability to take on responsibility and make independent decisions.
***
Julian Soames

Associate Director - Banking and Financial Services

Job details:

Posted 07 July 2023

SalaryAU$ AU$75000 per annum + Super

LocationSouthbank

Job type Permanent

DisciplineBanking & Financial Services

Reference266743
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