Client Services Representative

4 months ago


Melbourne, Australia E&P Financial Group Full time

The Company

E&P Financial Group (E&P) is an ASX-listed financial services business with an international network of experienced industry specialists working across wealth management, SMSF accounting, corporate advisory, institutional sales and trading, research, and funds management.

E&P has offices in Sydney, Melbourne, Canberra, Brisbane, New Jersey and Hong Kong and has over $20 billion of funds under advice.

The Focus

As a provider of high-quality, market-leading financial advice for private clients, institutional clients and corporates, we value long-term client partnerships, and our people are the cornerstone of those relationships - regardless of whether they have day-to-day contact with clients.

For E&P, the focus on your career and development is genuine, and our established structure supports the on-the-job learning experience you expect. Working with us means you get to learn from and collaborate with some of the best in the business.

The Role

As the first point of contact for our highly valued clients you will be immaculately presented with excellent verbal and written communication skills. motivated, driven, and have completed Year 12 (or equivalent).

This is a full time role for an enthusiastic and proactive individual looking to gain valuable experience and build on your administrative skills. A typical day may include:

- Greeting clients and offering refreshments
- Answering incoming phone calls
- Preparing meeting rooms and arranging catering for internal events/seminars
- Liaising with clients to book and confirm appointments for Adviser meetings
- Ordering office supplies

No previous experience is necessary, but we want you to be excited about the learning opportunities ahead of you.

What We Stand For

When it comes to our clients, our service standards are high, so you’ll be a natural when it comes to communication and building strong relationships.

We want to take care of you, so you can take care of our clients Our state-of-the art offices are equipped with a selection of healthy breakfast options and each year you’ll receive an annual fitness rebate which you can use in a way that suits you.

We know our people work hard, so we have an active social and sporting calendar of activities to ensure the balance of work and social is just right. We take our responsibilities to staff, clients and community seriously and as an equal opportunity employer, value inclusion and diversity.

How to apply



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