Apprentice Financial Client Services Executive

2 weeks ago


Melbourne, Victoria, Australia Winner Recruitment Full time

Exciting Apprenticeship Opportunity: Trainee Client Service Apprentice

I'm thrilled to present an exceptional apprenticeship opportunity on behalf of our esteemed client in the financial services sector. 7

Our client, a dynamic firm dedicated to delivering top-notch client service, is eagerly seeking a motivated individual to join their team as a Trainee Client Service Apprentice.

Position: Trainee Client Service Apprentice
Location: Birmingham
Working Hours: Monday - Friday, 9:00 AM - 5:00 PM
Salary: £7.50 per hour

About Our Client:
We are delighted to represent our esteemed client, a prominent player in the financial services sector. Renowned for their commitment to excellence in client service,

our client is currently seeking a driven individual to join their team as a Trainee Client Service Apprentice.

Key Requirements:
Our client is searching for candidates who embody the following essential qualities:

  • Quick Learner: Ability to rapidly absorb and apply new information.
  • Service Excellence: A positive and customer-centric attitude.
  • Communication Skills: Strong verbal and written communication abilities.
  • IT Proficiency: Competency in Microsoft Excel & Microsoft Word.
  • Team Player: Collaborative spirit with the ability to work effectively within a team.
  • Telephone Etiquette: Professional and clear communication skills.
  • Attention to Detail: Meticulous approach to tasks to ensure accuracy.
  • Educational Standards: Minimum pass grade of 4 in Mathematics and English.

Responsibilities:
As a Trainee Client Service Apprentice, you will be entrusted with the following responsibilities:

  • Handling general enquiries and correspondence with finesse.
  • Engaging clients, solicitors, and providers via various communication channels.
  • Managing incoming post and maintaining accurate records.
  • Organizing and updating policy records efficiently.
  • Generating both standard and tailored responses to queries.
  • Assisting in the preparation of client reports and reviews.
  • Obtaining and presenting quotations for financial products.
  • Learning the intricacies of platform operations and new business processing.
  • Ensuring adherence to compliance regulations and procedures.
  • Providing valuable support to advisers and managers as required.

Qualifications and Knowledge:
While prior experience is not mandatory, candidates should be actively pursuing or obtaining basic administration and technical qualifications relevant to the role.

They will also gain a comprehensive understanding of our client's administration and client service standards.

How to Apply:
If you are ready to embark on an exciting career journey and meet the criteria outlined above, we encourage you to apply Now


#J-18808-Ljbffr

  • Melbourne, Victoria, Australia E&P Financial Group Full time

    The CompanyE&P Financial Group (E&P) is an ASX-listed financial services business with an international network of experienced industry specialists working across wealth management, SMSF accounting, corporate advisory, institutional sales and trading, research, and funds management.E&P has offices in Sydney, Melbourne, Canberra, Brisbane, New Jersey and Hong...


  • Melbourne, Victoria, Australia Page Executive Full time

    Work closely with the executive teamGlobal companyAbout Our ClientOur client is the Australian division of an international group, with a strong reputation for quality and innovation. They operate in Melbourne's northern suburbs in a brand new state-of-the-art facility. The company values integrity, collaboration, and excellence in all aspects of their...

  • Financial Controller

    2 weeks ago


    Melbourne, Victoria, Australia Page Executive Full time

    Work closely with the executive teamExcellent company cultureAbout Our ClientOur client is an Australian privately-owned food manufacturer and distributor, offering a diverse range of products. They are a key private-label supplier to major retailers and sell under their own brands. Additionally, they are a leading supplier of ingredients to local and global...


  • Melbourne, Victoria, Australia Insignia Financial Full time

    Join our Team as Financial Planning Assistant Looking for a role to kickstart your career? At Shadforth, we're offering a Financial Planning Assistant position that requires no prior experience. You'll handle task management, compliance, paperwork, client interactions, email responses, advisor support, calendar management, and more. Our experienced...

  • Client Executive

    2 weeks ago


    Melbourne, Victoria, Australia Hooker & Heijden Full time

    Job Information:IndustryInsuranceWork Experience0-1 yearSalarynegotiableCityMelbourneState/ProvinceVictoriaZip/Postal Code3000Primary Purpose of RoleAs a Client Executive, the primary purpose of the role is to develop and maintain client focus and maximum sales growth through retaining and building on existing client relationships, and by generating new...


  • Melbourne, Victoria, Australia Page Executive Full time

    Regional Role as part of a global leaderWorking with the executive leaders across the groupAbout Our ClientWith a high-profile brand and a strategic growth strategy for the local and Asia Pacific market, the landscape is very positive for this role and UK based multinational. An opportunity currently exists for a talented and performance oriented Financial...


  • Melbourne, Victoria, Australia affix Full time

    We've just linked arms again with our pals over at AdTorque Edge, and we're helping them find their next Client Services Executive in VICHave you heard of them before?AdTorque Edge is a full-service agency for the automotive, leisure, and lifestyle industries, and they've been kickin' goals since 2005. Their clever team creates custom-built websites, and...


  • Melbourne, Victoria, Australia Chubb INA Holdings Inc. Full time

    Chubb is the world's largest publicly traded property and casualty insurer. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance and life insurance to a diverse group of clients.Chubb Australia is currently experiencing a period of accelerated...


  • Melbourne, Victoria, Australia Teradata Full time

    Position OverviewThe Client Services Executive (CSE) is responsible for the opportunity identification, qualification, and closure for Teradata services portfolio - consulting, managed services, and transaction services - and Teradata as a Service offerings. CSE aligns with the Account Executives/Teams on the Services business plan and execution and is...


  • Melbourne, Victoria, Australia Macquarie Group Limited Full time

    Client Service and Support specialises in client experience, primarily in managing escalations and complaints across Macquarie's retail banking products. Join the team to provide support to the Senior Leadership Team.At Macquarie, we are working to create lasting value for our communities, our clients and our people. We are a global financial services group...

  • Apprentice Manager

    2 weeks ago


    Melbourne, Victoria, Australia Apprenticeships R Us Full time

    Apprentice Employment ManagerApprenticeships Are Us specialises in the automotive industry and is currently seeking a highly motivated and eager Apprentice Employment Manager to join the team based in Melbourne.As an Apprentice Employment Manager, you will manage a caseload of Apprentices and Host Business Partners from commencement through to completion....


  • Melbourne, Victoria, Australia Chubb INA Holdings Inc. Full time

    Chubb is the world's largest publicly traded property and casualty insurer. With operations in 54 countries and territories, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance and life insurance to a diverse group of clients.THE ROLEThis role is to provide Account...


  • Melbourne, Victoria, Australia Nexia Australia And New Zealand Full time

    Executive Assistant/ Client Service Coordinator08th May, 2024We are seeking a confident and experienced Executive Assistant/ Client Service Coordinator to join our team.If you happen to be a resilient go-getter with a growth mind-set and potential to move upwards with the one is for youAs CSC/EA you will be supporting our Corporate Advisory team and our...

  • Client Executive

    2 weeks ago


    Melbourne, Victoria, Australia Aon Corporation Full time

    Posting Description:Aon is in the business of better decisionsAt Aon, we craft decisions for the better to protect and enrich the lives of people around the world.As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.How this opportunity is differentOur Client...


  • Melbourne, Victoria, Australia Insignia Financial Full time

    Financial Planning AssistantThe opportunity to join our teamWhat you will bringWhile you don't need to have experience in a similar role, we're really looking for someone with a positive, can-do attitude who has sound knowledge of superannuation, pensions and investments. Maybe you're a recent graduate who is looking for that first step towards their dream...

  • Financial Controller

    2 weeks ago


    Melbourne, Victoria, Australia Page Executive Full time

    About Our Client Our client is a leading construction group specialising in a range of projects spanning across residential and commercial. Committed to excellence, innovation, and sustainability, this is a team of dedicated professionals who work collaboratively to deliver high-quality projects on time and within budget and have an exciting scale up over...

  • Financial Controller

    2 weeks ago


    Melbourne, Victoria, Australia Page Executive Full time

    About Our Client Our client is a leading construction group specialising in a range of projects spanning across residential and commercial. Committed to excellence, innovation, and sustainability, this is a team of dedicated professionals who work collaboratively to deliver high-quality projects on time and within budget and have an exciting scale up over...

  • Financial Controller

    4 weeks ago


    Melbourne, Victoria, Australia Page Executive Full time

    About Our Client Our client is a leading construction group specialising in a range of projects spanning across residential and commercial. Committed to excellence, innovation, and sustainability, this is a team of dedicated professionals who work collaboratively to deliver high-quality projects on time and within budget and have an exciting scale up over...


  • Melbourne, Victoria, Australia GIG EXECUTIVE Full time

    The OrganisationFuture Leadership is a dynamic capability ecosystem for boards and executives, encompassing Fisher Leadership for board and executive search, CLA for leadership development, and Gig Executive for on-demand interim executives. Recognised in the Great Place to Work survey and a B-Corp Certified organisation we strive to innovate and lead in our...


  • Melbourne, Victoria, Australia Max Executive Full time

    This well-known and iconic Multi-purpose Sporting, Hospitality, Gaming and Wagering venue has been a local institution for many patrons, participants, and its members over several years in the southeastern parts of Melbourne. They offer everything from Sport, Hospitality including Food and Beverage, Dining (formal and casual), Functions and Events to Gaming...