Adviser Services Consultant
1 month ago
Leading organisation with stand out culture and benefits
- Financial Services background mandatory | RG146 required | SalesForce beneficial
- Hybrid role | Annual pay reviews and bonus earning potential
Our client is a leading financial services firm offering a permanent role to an experienced call centre representative. They offer a stand out environment, diverse and inclusive culture, and potential for growth
We are looking for applicants who are after learning and progression.
We seek someone is already the go to person in their own call centre team.
This will be a hybrid role (office based Monday to Wednesday, and from home on Thursdays and Fridays) following a successful induction and training in the office.
Annual pay reviews and the potential for bonus are on offer.
**RESPONSIBILITIES**
- Deliver exceptional customer service, meeting SLA's and business standards, to the Advisers within wealth and capital markets
- Work towards and meet KPI's
- Obtain information to resolve complex queries
- Support outbound calls to financial intermediaries, providing key information
- Use Salesforce to record all communication, end to end
- Spreadsheet preparation, reporting and distribution
- Identify and resolve administration issues
- Become a go to person on the business product suite
- Liaise with relevant stakeholders
- Collaborate with other teams
**REQUIREMENTS**
- R6146 qualification required
- Solid experience within financial services industry and call centres
- Salesforce and Excel abilities preferable
- Understanding of funds management, and of basic legal compliance, licensing structure and issues for investors
- An interest and ability to develop a full understanding of the dynamics of financial services markets, future trends and international trends and Wealth product suite
- Excellent organisation, communication and prioritisation skills
If you tick all of the requirements above please click
**APPLY **today and send us a copy of your resume.
Please note only those shortlisted will be contacted.
-
HR Adviser
4 weeks ago
Melbourne, Australia Department of Government Services Full timeLocation: Melbourne | CBD Job type: Full time / 6 months Organisation: Department of Government Services **Salary**: $91,418 - $103,725 Occupation: Human Resources Reference: VG/DGS/1705265 A rare opportunity exists for HR Adviser to join a newly formed team tasked with establishing the new Department of Government Services. The HR Adviser is...
-
Student Services Adviser
1 month ago
Melbourne, Australia Online Education Services Full time**About Online Education Services (OES)** OES is made up of extraordinary people. Passionate, self-starters who get excited when they’re challenged to solve problems. Our vision is to be the world’s most impactful enabler of online education. We create, develop and enable immersive learning experiences in partnership with universities all around the...
-
Regulatory Reform Adviser X2
4 weeks ago
Melbourne, Australia Essential Services Commission Full timeLocation: Melbourne | CBD Job type: Full time Organisation: Essential Services Commission **Salary**: $103,920 - $125,735 Occupation: Regulatory Governance and Compliance Reference: VG/ESC/1692575 - If you’re looking for a role in a dynamic and community-focused organisation that is making a genuine impact on the lives of all Victorians, our...
-
Student Services Adviser
4 weeks ago
Melbourne, Australia Online Education Services Full time**About Online Education Services (OES)** OES is made up of extraordinary people. Passionate, self-starters who get excited when they’re challenged to solve problems. Our vision is to be the world’s most impactful enabler of online education. We create, develop and enable immersive learning experiences in partnership with universities all around the...
-
Adviser Services Manager
3 days ago
Melbourne, Australia AustralianSuper Full timeAt AustralianSuper, we truly care about our colleagues. We know work and life are intertwined. That’s why we support the diverse needs of everyone and have policies that enable us all to thrive and be truly flexible. We ensure diversity is celebrated for the opportunity it provides us all to learn and grow and deliver better outcomes for members. **Your...
-
Claims Service Consultant
4 weeks ago
Melbourne, Australia Tal Services Limited Full timeCompany DescriptionWelcome to This Australian Life. From the millions of Australians we protect, to those that make it happen every day at TAL, people really are what we’re all about. We want to grow with you. Achieve with you. And support you to do your best work. That's why we're focused on developing leadership, promoting diversity, rewarding...
-
Communications and Engagement Adviser
4 weeks ago
Melbourne, Australia Hudson Australia Full timeGovernment agency seeks a Communications & Engagement Adviser to design & deliver communication & engagement plans for landowners & key stakeholders **Communications and Engagement Adviser opportunity** - **$103,920 - $125,735 p.a. plus Super dependent on experience**: - **Full-time, 3 year fixed contract. Immediate start.**: - **Melbourne CBD/WFH...
-
Principal Legal Adviser
1 month ago
Melbourne, Australia Department of Government Services Full timeLocation: Melbourne | CBD Job type: Part time Organisation: Department of Government Services **Salary**: $129,379 - $173,138 Occupation: Legal Reference: VG/VG/1722159B Working under a job-share arrangement with a co-Principal Legal Adviser, this role will report to the General Counsel and lead a dedicated legal support service responsible for...
-
HR Adviser
4 weeks ago
Melbourne City Centre, Australia Department of Premier & Cabinet Full timeA rare opportunity exists for HR Adviser to join a newly formed team tasked with establishing the new Department of Government Services. About us The Department of Government Services (DGS) was established on 1 January 2023 to improve everyone's experience of doing business and interacting with the Victorian government. We bring important day-to-day...
-
Adviser Creative Services
1 month ago
Melbourne, Australia City of Melbourne Full time**$97,080-$109,271 plus 11'% Superannuation** **Permanent Opportunity** We are the City of Melbourne, a City of possibility and place to be bold and inspirational. We are rapidly transforming to meet the evolving challenges faced by a global city. With a vision of being a leading organisation for a leading capital city, our mission is to create positive...
-
Associate Adviser
4 weeks ago
Melbourne, Australia Kaizen Recruitment Full timeGrowing financial advisory firm - Flexible and hybrid working arrangements - Melbourne CBD | Permanent role **ABOUT THE COMPANY** Our client is a financial advisory company serving everyday Australians. They are a group of qualified and experienced Financial Advisers who provide a variety of financial services and tailored advice. **KEY...
-
Strategic Communications Adviser
4 weeks ago
Melbourne, Australia Department of Government Services Full timeLocation: Melbourne | CBD Job type: Full time / 6 Months Organisation: Department of Government Services **Salary**: $105,479 - $127,621 Occupation: Communications, Marketing and Media Reference: VG/DGS/1701004 A rare opportunity exists for Strategic Communications Adviser role to join a newly formed team tasked with establishing the new Department of...
-
Cloud - Microsoft Azure Consultant Melbourne
4 weeks ago
Melbourne, Australia Starling Services Full time**_Cloud-Microsoft Azure Consultant || Melbourne_** **_ Job Type - Contract (3 Months - will be extended)_** **_ Contract Type - Full Time_** The footprints of Starling Services are spread among all segments of the industries - Logistics, Facility Management, Education, Information Technologies, Telecom, FMCG, etc. It is guided, advised and supported by a...
-
Associate Adviser
4 days ago
Melbourne, Australia Advice2Talent Full timeBecome an Adviser on your terms - Holistic Complex Advice offering - Hybrid Work - 3 days in the office, 2 days from home Are you an Associate Adviser that has experience in paraplanning and CSO? Do you have experience in working in a Private Wealth Practice? Complex Strategies? High Networth Clients? Answered yes? Explore this opportunity. - Wholesale and...
-
Adviser Education Analyst
6 days ago
Melbourne, Australia AMP Full timeAdviser Education Analyst If you live in Australia or New Zealand, you've likely heard of AMP. But at a time when society is changing, we are too. We're now a nimbler business with new leadership and thinking. For us, these are exciting times. There's a real potential for big thinkers to help us redefine what financial services could be. And turn our...
-
Mortgage Adviser
3 days ago
Melbourne, Australia Kaizen Recruitment Full timeNational Wealth Management Firm - Growth opportunities | Diverse and inclusive team culture - Melbourne based | Permanent role **About the Company** Our client is a privately-owned and award-winning national financial planning firm. They are a wealth management fund that offers holistic advice across a broad range of products. Our client is searching for...
-
Education Consultant
4 weeks ago
Melbourne, Australia Oracle Full timeThe NetSuite Education Consultant means having to work collaboratively with the customer to ensure that they have the knowledge to achieve their business objectives at the highest level of success. This is done by leading and conducting various learning opportunities: Advising customers on learning strategies Delivering tailored end user training...
-
Senior Adviser
2 weeks ago
Melbourne, Australia Findex Full timeJob Description We have a unique opportunity for an experienced, motivated Senior Financial Adviser to inherit an established client book, servicing the Warragul and surrounding region. You will take ownership of a solid diverse client base, whilst connecting and engaging with our local team of Accountants. If you thrive on being busy, enjoy collaborating...
-
Adviser
1 month ago
Melbourne City Centre, Australia Department of Health Full time***: Role purpose As the Adviser, you will have excellent engagement and communication skills, project management skills and ability in managing relationships with internal and external stakeholders. The Adviser will be experienced in supporting engagement activity, and coordinating and managing information in customer relationship management systems to...
-
Adviser Operations, Specialist
1 month ago
Melbourne, Australia Vanguard Full timeJoining a newly created team, this role will be responsible for platform administration activities required to on-board and service AFS licensees and their advisers on our Super and Managed Investments platform. As part of the establishment of this function, this role will play a vital part in the implementation of the Adviser Platform target operating...