![Ambition Group](https://media.trabajo.org/img/noimg.jpg)
Client Services Consultant
2 months ago
**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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