Client Services Consultant

2 months ago


Sydney, Australia Ambition Group Full time

**About 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 off-market transfer of securities
- Collaborate with internal teams for query resolution
- Follow set processes outlined by team leaders
- Resolve customer issues efficiently

**Requirements**:

- Strong client focus and interpersonal skills
- Effective workload management
- Analytical problem-solving abilities
- Clear and organized communication
- Initiative and resilience
- Proficiency in Microsoft Word and Excel

**Experience**:

- 4-5 years in client service within Financial Services
- RG 146 Certification in Securities and Equities; General Awareness; Super or equivalent
- Excellent knowledge of Superannuation, Insurance products, and Legislation

**Job details**:
Posted 17 November 2023

SalaryNegotiable

LocationSydney

Job type Permanent

DisciplineBanking & Financial Services

Reference269496



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