Advisor Assistant

3 weeks ago


Melbourne, Australia IAS RECRUITMENT Full time

Showcase your Client Service Advisor skills and knowledge in this rewarding role
- National customer-centric organisation
- $75K - $80K (incl super) + bonus

**About the company**

Our client is a renowned Australian company providing superior products and services across the banking, investment, health and general insurance functions that support many Australians daily. Currently experiencing significant growth, this is an exciting time to join this organisation, which is looking for a Client Service Advisor.

**About the role**
Your primary responsibility will be to contribute to an exceptional service experience for this company’s Advisers within their Wealth & Capital Markets by delivering excellence in customer service, being a team player, knowing your products, supporting the Distribution team with internal and external reporting and constantly delivering results and positives outcomes.

**Duties**
- Deliver exceptional customer service
- Assist in gathering information to respond to complex/technical questions
- Participate in and provide input into sales campaign initiatives
- Support the business' CRM (Salesforce) including recording all customer communications and outcomes and fulfilling opportunity pipeline leads
- Provide ongoing support and backup to the Retail team for business development activities
- Investigate & solve admin problems relating to transactions, commission payments and adjustments
- Establish and maintain technical knowledge of the Wealth product suite; equities, bonds and property asset classes, investment mandates and unlisted wholesale unit trusts and their investment management function
- Liaise with other Wealth areas, including investment specialists, Joint Ventures, Retail and administration teams

**Skills and Experience**
- **Essential** - RG146 qualification
- **Essential** - 2 years experience in the Financial Services Industry
- General understanding of essential legal, compliance and licencing structure & issues for Australian investors & funds management
- Demonstrated strong Excel and spreadsheet skills
- An interest in understanding the dynamics of the Financial Services market
- Demonstrated customer-centric and sales-driven approach

**The Perks**

You will enjoy a range of great employee benefits and rewards, including:

- Competitive remuneration and incentive program
- Flexible work conditions - a hybrid model
- A range of attractive company discounts
- Supported learning and career development program
- Additional paid well-being and community volunteer days yearly



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