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5 X Client Services Officer

4 weeks ago

Sydney Central Business District, Australia HAYS Full time

Industry leading wealth product Perm full-time position based in Sydney CBD - only two days in the office
**Your new company**
A fantastic organisation that was experienced a huge growth amount of growth over the last 15 years. They have projected past the ‘start up’ phase and are now an award-winning, established business that holds a strong track-record for delivering marketing-leading solutions within wealth management. Their innovative products empower financial advisors to deliver unparalleled financial futures for their clients. You will contribute by providing customer excellence through the expertise and education provided to you, by a supportive and hard-working organisation.

**Your new role**
The primary responsibility for this role will be the first point of contact for advisors through phone or online/live-chat channels. The key focus here will be to provide exceptional customer service and excellence in the customer experience. Other responsibilities will include:

- Client account maintenances and updating of accounts
- Draft and produce client communications as required by advisors and managers
- All associated compliance, legislation and administration

**What you'll need to succeed**
- Ideally you will come from a background of managed funds, superannuation, wealth or financial services
- Previous experience working in contact centre environments that service high call and chat volumes is essential
- Desired would be a working knowledge of insurance products both inside and outside of superannuation
- The ability and drive to become an expert in wealth management, by being a self-starter, hard-worked and a passion for acquiring knowledge
- PR and Citizens only who can commit to a perm fulltime role in the Sydney CBD with hours rotating between 08:00-19:00

**What you'll get in return**
- Perm fulltime role in Sydney CBD offering $70-$75k + super + bonuses for those with a wealth management background
- Join a fast-paced business that creates genuine career pathways for their best and brightest
- 2 days in the office only after training
- Comprehensive training and acquisition of knowledge, will put you through your RG146 if you have not so already and empower you with whatever you need to become a wealth expert
- Additional leave, unlimited access to LinkedIn Learning, staff benefits and discount schemes for huge amount of organisations

**What you need to do now**

**LHS 297508** #2721388

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