Client Services Consultant
1 week ago
Client Services Consultant page is loaded Client Services Consultant Apply locations Sydney time type Full time posted on Posted 3 Days Ago job requisition id R6831 9 Month Max Term Contract Work where we work best - Hybrid office/work-from-home environment As Client Services Consultant you will provide quality customer service to Perpetual's clients and advisers within the Perpetual Client Solutions call centre.
Providing clients with accurate and timely account information, up-to-date product knowledge and information surrounding applicable legislation.About the role As a Client Services Consultant at Perpetual, you will: Maintain an up‐to‐date working knowledge of all products, performance, procedures and business rules Provide clients/advisers with accurate and timely account information within service levels Educate clients/advisers about up‐to‐date products and services Ensure notes of calls are placed on relevant systems Produce and send statements and reports to clients/advisers when requested Report and escalate identified risks and issues to team leaders as appropriate Ensure all Activity and Break Codes are entered correctly Adhere to key controls Ensure no advice is given to clients Maintain an awareness of policies and procedures Provide assistance to other areas where necessary.
About you Previous call centre/customer service experience Strong customer service and relationship management skills In-depth understanding of the financial services industry, including unit trust, superannuation, and pension knowledge Effective communication skills (verbal and written)Desirable RG146 compliant Proficiency in computer literacy and MS office suite Superior organisational skills with the ability to multitask and prioritise conflicting deadlines Keen attention to detail.
Behaviours Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact.Employee benefits Work from anywhere in Australia for up to one month each year An annual allowance to empower you to prioritise your personal wellbeing Access to Linked In learning, study support and commitment to supporting professional development Lend your expertise and support Indigenous organisations to achieve their own development goals with a six weeks' secondment with Jawun Diversity and inclusion WGEA Employer of Choice for gender equality since 2018 Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy A growing number of employee-led networks who work to raise awareness and drive continued change We support over 50 Indigenous communities through Native Title Trusts, helping to secure the communities future.
We encourage applications from Aboriginal and Torres Strait Islander People.We are committed to creating an inclusive workplace where diversity is celebrated and welcome applications from people from all backgrounds and communities.
Our goal is to provide a work environment that enables you to thrive, whatever your circumstances.Similar Jobs (1) Client Solutions Analyst locations Sydney time type Full time posted on Posted 10 Days Ago About Us Perpetual is an ASX-listed, diversified financial services company which has been serving clients since 1886.
Across our four business divisions - Perpetual Asset Management Australia, Perpetual Asset Management International, Perpetual Private and Perpetual Corporate Trust - we aim to protect and grow our clients' wealth, knowing that by doing so we can make a difference in their lives.
Trust is earned, every day.We have been earning the trust of our clients for more than 130 years and pride ourselves on our long-standing client relationships - some of which span five generations.
Our People Each and every day our people bring to life our enterprise behaviours – Stretch, Own It, and Make an Impact.
The Perpetual team is diverse, expert and driven by the belief that we can make a difference in the lives of our clients.
We value integrity, skill and teamwork and seek to find the best in each individual.Our reward is personal and professional development and the pride that comes from doing the best for our clients.
Our History In 1885, a committee of business and professional people, including future Prime Minister, the Honourable Sir Edmund Barton, gathered in Sydney for the purpose of forming a trustee company.
Perpetual Trustee Company Limited was formed on 28 September 1886 and since then has been entrusted by generations of Australians to manage, grow and protect their wealth.
Through wars, recessions and financial crises, we have continually evolved to meet the challenges of constant social, technological and economic change.
Our core values and financial principles have endured through time and will continue to endure.#J-18808-Ljbffr
-
Client Services Consultant
1 week ago
Sydney, New South Wales, Australia PracticeEvolve Full timeAbout Practice EvolveAt PracticeEvolve, we're on a mission to reshape the legal tech industry and we want you to lead the charge with us. Our vision is audacious - to be the most valued legal tech company in the world. And we believe the key to achieving this lies in building a global community of like-minded individuals who share our unwavering passion for...
-
Client Services Consultant
1 week ago
Sydney, New South Wales, Australia PracticeEvolve Full timeAbout Practice EvolveAt PracticeEvolve, we're on a mission to reshape the legal tech industry and we want you to lead the charge with us. Our vision is audacious - to be the most valued legal tech company in the world. And we believe the key to achieving this lies in building a global community of like-minded individuals who share our unwavering passion for...
-
Client Services Consultant
1 week ago
Sydney, New South Wales, Australia Perpetual Limited Full time9 Month Max Term Contract- Work where we work best - Hybrid office/work-from-home environmentAs Client Services Consultant you will provide quality customer service to Perpetual's clients and advisers within the Perpetual Client Solutions call centre. Providing clients with accurate and timely account information, up-to-date product knowledge and information...
-
Client Services Consultant
2 weeks ago
Sydney, New South Wales, Australia Perpetual Full time9 Month Max Term Contract Work where we work best - Hybrid office/work-from-home environment As Client Services Consultant you will provide quality customer service to Perpetual's clients and advisers within the Perpetual Client Solutions call centre. Providing clients with accurate and timely account information, up-to-date product knowledge and...
-
Client Services Consultant
1 week ago
Sydney, New South Wales, Australia Perpetual Full time9 Month Max Term ContractWork where we work best - Hybrid office/work-from-home environment As Client Services Consultant you will provide quality customer service to Perpetual's clients and advisers within the Perpetual Client Solutions call centre. Providing clients with accurate and timely account information, up-to-date product knowledge and information...
-
Client Services Consultant
1 week ago
Sydney, New South Wales, Australia Ambition Group Full timeAbout the Client:My client is a leading financial services organization in Sydney, is seeking a Client Consultant to join their dynamic team.Responsibilities: Respond to service requests promptly Proactively address missing requirements Manage offmarket transfer of securities Collaborate with internal teams for query resolution Follow set processes outlined...
-
Client Services
1 week ago
Sydney, New South Wales, Australia Impel Management Pty Ltd Full timeJoin the Client Services team in the Novated leasing space Excellent culture, growing company CBD location, flexible work environment Our client, a leader in the asset finance space is seeking a highly motivated and customerfocused individual to join their team as a Novated Leasing Client Service Consultant. You will be responsible for managing the daytoday...
-
Client Services
1 week ago
Sydney, New South Wales, Australia MinterEllison Full timeLocation: SydneyContract Type: CasualMinterEllison is one of Australia's largest law firms, with nearly 200 years of business history. We're known for our legal and consulting expertise - and for our inclusive and authentic character.Our purpose is to create sustainable value with our clients, people and communities. That means we have a proud history of...
-
Services Consultant
1 week ago
Sydney, New South Wales, Australia emarsys eMarketing Systems Full timeDue to high growth and ongoing demand across the business, Emarsys are looking for a Services Consultant that will join the wider professional services team and ensure prospects and existing clients are matched with the professional services to help them achieve their business objectives.Working collaboratively with Emarsys' Sales, Client Success, Partner &...
-
Client Services Consultant
1 week ago
Sydney, New South Wales, Australia NobleOak Full timeClosing Date: 22/09/2023Job Type:Permanent - Full TimeLocation:Sydney officeJob Category:Call Centre (Customer Service)Are you ready to make a real impact?Do you want to be a part of a high-growth challenger brand that values putting the client at the heart of everything we do?Look no further, because NobleOak is on the lookout for exceptional individuals to...
-
Client Success Consultant
1 week ago
Sydney, New South Wales, Australia PracticeEvolve Full timeThe role:Client Success Consultants support our journey to providing exceptional client experiences. This role has significant focus on building customer loyalty and long-term client relationships, and ensures our clients are maximising the use of our products and services. This role supports our clients through the go-live transition phase and onwards to an...
-
Client Service Manager
1 week ago
Sydney, New South Wales, Australia Challenger Services Group Full timeAbout UsAt Challenger Security (NSW Master Licence: , we are a leading company dedicated to safeguarding physical assets and infrastructure for our clients. With a commitment to excellence, we provide tailored security solutions to meet the unique needs of each client. As we continue to expand, we are seeking a skilled Client Service Manager to oversee our...
-
Client Services
1 week ago
Sydney, New South Wales, Australia PATH4 Group Full timeInternal development opportunities Professional working attitude High energy team with low turnover The Company and RoleThis Client Services opportunity through PATH4 Group is situated within a Global Freight Forwarder who pride themselves on their strong internal promotion culture. They boast impressive induction andanddevelopment programs as well as the...
-
Services Consultant
1 week ago
Sydney, New South Wales, Australia emarsys Full timeDue to high growth and ongoing demand across the business, Emarsys are looking for a Services Consultant that will join the wider professional services team and ensure prospects and existing clients are matched with the professional services to help them achieve their business objectives.Working collaboratively with Emarsys' Sales, Client Success, Partner &...
-
Client Service Officer
1 week ago
Sydney, New South Wales, Australia NSW Government -Corporate Services Full timeClient Service Officer- Location: Various (Maroubra, Burwood, Strawberry Hills, Miranda ,Hurstville, Waterloo, Surry Hills)**:Employment type : 1x Ongoing full-time and 5x Temporary full-time:- Grade : Clerk Grade 2/4:Salary : $71,926 pa $83,211 pa plus superannuation and annual leave loading:- Talent pool will also be createdAbout the workHousing Services...
-
Client Service Officer
1 week ago
Sydney, New South Wales, Australia Verve Partners Full timeGovernment Department Contract role Competitive hourly rateAre you passionate about delivering exceptional customer service and managing financial matters with precision?We seek and experienced and dedicated individual for the role of Client Service Officer to play a crucial role in managing a customer caseload, delivering excellent customer service to...
-
Client Services
1 week ago
Sydney, New South Wales, Australia PATH4 Group Full timeReady for a step up? Join a professional brand name 2 days WFH availableSydney - RefJO :Global EmployerThis company is a recognised leader in the Freight Forwarding industry. They offer first-class service, products and solutions and maintain the highest standards.You will enjoy the professional environment and resources and most importantly strong...
-
Client Service Advisor
2 weeks ago
Sydney, New South Wales, Australia The Talent Mill Full timeGlobal Luxury Fashion House - Eastern Creek Support OfficeNow Hiring | Now Hiring | This is a stunning opportunity to work with one of the most luxurious brands in the world - with a renowned product category of RTW, Accessories, Leather goods, Footwear, Fine Jewellery and more - this fashion house creates a customer experience that is simply...
-
Client Services Manager
1 week ago
Sydney, New South Wales, Australia Big Wave Digital Full timeClient Services + Account Management Help businesses to grow and scale through outsourcing solutions Salary up to $100k + superClient Services ManagerWork with a suite of SME's to support, consult and grow - our client is a leader in business offshoring and helping business owners grow and scale through high quality outsourcing and your role will be integral...
-
Client Services Manager
1 week ago
Sydney, New South Wales, Australia Northbridge Recruitment Full timeNorthern Beaches location, with WFH available 3-4 days a week (post lockdown) Develop Project Management skills Supportive Management Mentorship from DirectorAre you based on the Northern beaches and looking for an opportunity closer to home?Do you want to utilise your technical background with fast-growing company?They Are:A high performing team working to...
