Client Services Representative

2 months ago

Sydney, Australia Challenger Full time

Challenger Limited is an ASX-listed investment management firm managing $127 billion in assets (as at 30 June 2024). Life with us is fast moving and always exciting. Together we’re driving to deliver our vision to provide our customers with financial security for a better retirement._
- We achieve this goal by providing a work environment where people from diverse backgrounds, with a range of skills and experiences can contribute and succeed._

- Join us as a Client Services Representative in our Retail Client Services Team - 12 month contract.A fantastic opportunity to gain a deeper understanding of financial services and be involved in meaningful work across the business that will challenge you and enrich your career path.-
- Challenger offers excellent development and progression opportunities tailored to individual career plans for those willing to commit to the role.-
- You will be working in a supportive, team-based environment and have exposure to all aspects of the company.-
- We work flexibly in our Sydney CBD offices, after the onboarding period you will generally spend 3 days a week in the office _(with _additional_ days_ as_ _required_ or at the business request_)_._- This role is available for an initial period of 12 months.About the Team

Our Client Services team are talented and passionate in delivering leading customer service. We work in a collaborative environment, and we play a vital role to the wider business, often assisting internal business units meet our customer needs through the Voice of Customer and Adviser.
- We offer the opportunity for a broad career experience and value people who are inquisitive and driven to make a difference, with a customer focus.

The team environment is rich in culture and one in which each team member is valued and has a voice to influence change.

About the role

Our Client Services Representative’s sit within the Retail Client Services Team, a team that is diverse in their experience, and invested in making a difference to our customers and contribute to the leading service Challenger is known for.

This is a fantastic opportunity for someone who is an authentic service and customer champion and is seeking the opportunity to work in a collaborative and supportive team environment with exposure to all aspects of the company, starting in Client Services.

Our Leaders are invested in the development of their people and thrive in being able to enrich the skill and experience within the team, with regular check-ins and training guaranteed.

To be successful in this role, doing nothing won’t get rewarded, we encourage our people to _Challenge what is possible_.

Core Role Responsibilities:
- Build meaningful customer relationships through the varied contact channels.-
- Make outgoing calls to clients and advisers as and when required to meet first contact resolution.-
- Identify and escalate priority issues with Leaders for quick resolution.-
- Timely and accurate resolution of enquires - both internally and externally.-
- Maintain and support accurate registry system records.-
- Desire to support our extended team to meet customer servicing needs by skilling up.-
- Meet performance objectives for service, productivity, and quality of service.-
- Attend relevant training and meetings and demonstrates constructive participation in collaborative settings.-
- Proactive in own learning and seeks opportunity for growth and development of new skills.-
- Leverage your creativity to identify opportunities to recommend and influence process improvements.-
- Make responsible decisions within limits of authority to resolve minor difficulties and devise solutions to unique problems.-
- Other duties as assigned by Team Leader to meet customer and team needs.What you’ll need:
- You will ideally have studied in a finance related discipline.-
- 12 months customer service experience (not limited to financial services).-
- Confident and professional written communication skills.-
- Strong active-listening and verbal-communication skills.Great attention to detail, you’ll pride yourself on your accuracy.-
- Demonstrated success working in a team.-
- Awareness of customer service principles and practices.-
- Ability to multitask and manage time effectively.-
- An understanding of Retirement and Managed Investment products in the Australian market would be highly regarded.-
- RG146 preferred.Additional Information

Working at Challenger means being part of a diverse, connected team that has fun and loves what they do. We’re small enough, but big enough to accelerate bold ideas, realising what’s possible for our customers and partners.
At Challenger, we provide access to a range of exclusive employee benefits that will support you both personally and professionally and a hybrid work environment including.Discretionary bonus scheme.-
- Eighteen weeks paid leave for all new parents.-
- Flexibility on when, and how, parental leave is taken.-
- Challenger Day - one extr

  • Client Service Representative

    1 month ago

    Sydney, Australia IQVIA Full time

    IQVIA is looking for a **Client Service Representative** in **Sydney NSW**, to be part of our Client Service team, ensuring client support needs are met. Reporting to the Associate Director of Client Services, this position ensures clients obtain maximum value from products and services to facilitate a positive and productive long-term relationship. You...

  • Client Services Representative

    1 day ago

    Sydney, New South Wales, Australia Commonwealth Bank Full time

    Career Opportunities in Business Banking at Commonwealth BankThis role offers a unique opportunity to work in one of Australia's top financial institutions as a Business Banking Client Services Representative.As a Business Banking Client Services Representative, you will work closely with bankers, specialists, and support teams to identify opportunities to...

  • Client Service Representative

    3 weeks ago

    Sydney, New South Wales, Australia DCL Recruitment Full time

    We are seeking a highly motivated and organized Client Service Representative to join our team in the Front Office. This is an exciting opportunity for individuals who enjoy positive client interaction and have a proactive approach to their work.About the RoleThis Front Office Support Professional will be responsible for providing exceptional customer...

  • Client Services Representative

    4 weeks ago

    Sydney, New South Wales, Australia THE BANK OF NEW YORK MELLON CORPORATION Full time

    Unlock Your Potential in BankingBThe Bank of New York Mellon Corporation is a global leader in asset management and banking, with trillions of dollars in assets under custody or administration. As a representative of our Corporate Trust, Client Services team, you will play a key role in delivering exceptional service to our clients.About the RoleWe are...

  • Sydney - Client Relationship Service Representative

    6 months ago

    Sydney, Australia Percepta International Full time

    Sydney - Client Relationship Service Representative AU-NSW-Sydney **Description**:** Summary** The **Client Relationship Service Representative** provides full Omni-Channel concern resolution support to Jaguar and Land Rover customers. From initial inquiry or concern through to close; the representative will liaise and coordinate with the dealer/retailer,...

  • Sydney - Client Relationship Service Representative

    6 months ago

    Sydney, Australia Percepta International Full time

    Sydney - Client Relationship Service Representative AU-NSW-Sydney **Description**:** Summary** The **Client Relationship Service Representative** provides full Omni-Channel concern resolution support to luxury car brand customers. From initial inquiry or concern through to close; the representative will liaise and coordinate with the dealer/retailer, field...

  • Key Client Enquiries Representative

    3 weeks ago

    Sydney, New South Wales, Australia AFL Recruitment Full time

    About the RoleWe are seeking an experienced Key Client Enquiries Representative to join our team. As a Key Client Enquiries Representative, you will be responsible for providing exceptional customer service and support to our clients.

  • Client Care Representative

    6 months ago

    Sydney, Australia Sonova Full time

    Who we are In a life without sound, our work provides meaning. As a leading provider of innovative hearing care solutions, we are not just a company that makes products: we are a team on a mission to help people enjoy the delight of hearing. To enable a life without limitations, we - through our core business brands Phonak, Unitron, Hansaton, Advanced...

  • Client Service Representative

    8 months ago

    Sydney, Australia marketfinder Full time

    **Company Overview**: This company is a boutique, well established financial services provider specializing in Margin FX and CFD markets. With a Trust Pilot score of excellent, their commitment is to deliver unparalleled services to their clients, ensuring a seamless and rewarding trading experience. **Position Overview**: **Key Responsibilities**: -...

  • Client Service Representative

    8 months ago

    Sydney, Australia marketfinder Full time

    **Company Overview**: This company is a boutique, well established financial services provider specializing in Margin FX and CFD markets. With a Trust Pilot score of excellent, their commitment is to deliver unparalleled services to their clients, ensuring a seamless and rewarding trading experience. **Position Overview**: **Key Responsibilities**: -...

  • Client Success Representative

    6 months ago

    Sydney, Australia Enfusion Full time

    Enfusion is a pioneer in developing innovative, native cloud investment management software, analytics, and managed services for asset managers and hedge funds around the globe. We underpin the investment operations of fund managers from our global offices spanning four continents. Our unique, seamless, SaaS-based platform is reshaping the global investment...

  • Intermediate Representative, Client Service

    2 months ago

    Sydney, Australia BNY Full time

    At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit...

  • Client Services Representative

    3 weeks ago

    Sydney, New South Wales, Australia THE BANK OF NEW YORK MELLON CORPORATION Full time

    At THE BANK OF NEW YORK MELLON CORPORATION, we are seeking a highly motivated and results-driven banking professional to join our Corporate Trust, Client Services team as a Client Services Representative - Process Improvement Specialist.About the RoleThis is a full-time role based in Sydney, Australia - Hybrid. As a Client Services Representative - Process...

  • Customer Service/New Client Enquiries Representative

    4 weeks ago

    Sydney, New South Wales, Australia AFL Recruitment Full time

    AFL Recruitment is seeking an exceptional Customer Service/New Client Enquiries Representative to join our team. As a key member of our New Client Enquiries team, you will be the first point of contact for all new incoming clients, providing excellent customer service and support.Our ideal candidate has at least 18 months of experience in a busy phone-based...

  • Client Services Representative

    6 months ago

    Sydney, Australia HAYS Full time

    **Your new company** A unique opportunity to work for highly respected national organisation.. **Your new role** - Use case management systems with a high level of attention to detail and accuracy to maintain accurate records. - Respond to written, in person and phone enquiries with a strong client service focus. - Provide high quality and consistent...

  • Client Services Representative

    7 months ago

    Sydney, Australia Interactive Brokers Full time

    **Job Description and Responsibilities**: - Resolve routine and complex client service issues thoroughly and expeditiously, utilizing sound judgment with an emphasis on courtesy. Client inquiries typically encompass a broad array of themes, including: - Operability of IBKR Trader Workstation, Web Trader and Mobile Trader execution platforms, including...

  • Client Services Representative

    6 months ago

    Sydney, Australia Interactive Brokers Full time

    Job Description and Responsibilities Interactive Brokers Australia Pty Limited seeks high-level, motivated and professional individuals with strong client service experience suitable for interaction with an experienced and active client base. The ideal candidate will have a good math and technical aptitude, the ability to troubleshoot and explain complex...

  • Client Services Representative

    6 months ago

    Sydney, Australia Interactive Brokers Full time

    Responsibilities Interactive Brokers Australia Pty Limited seeks high-level, motivated and professional individuals with strong client service experience suitable for interaction with an experienced and active client base. The ideal candidate will have a good math and technical aptitude, the ability to troubleshoot and explain complex subjects, and the...

  • Insurance Customer Service Representative

    2 weeks ago

    North Sydney Council, Australia WNS Global Services Full time

    We are seeking a highly skilled and motivated Insurance Customer Service Representative to join our team at WNS Global Services.About the RoleThis is an exciting opportunity to work in a fast-paced environment where you will be responsible for providing exceptional customer service to our insurance clients.As an Insurance Customer Service Representative, you...

  • Customer Service Representative

    1 month ago

    Sydney, New South Wales, Australia KinCare Full time

    About the Role:We are seeking a skilled Customer Service Representative to join our team at KinCare. In this role, you will provide exceptional support to our customers, ensuring they receive the care and assistance they need.About You:To succeed in this role, you will need:Customer service experience within a call centre environmentStrong communication and...