Call Centre Customer Service

5 days ago


Sydney, Australia Keegan Adams Full time

Established & rapidly expanding financial services firm | CBD location
- Will suit an enthusiastic person who enjoys client service & helping people
- $60,000 package | Full product training provided | Mon -Fri business hours only

Our client is a leading financial services organisation with a global presence. Their business has been going from strength to strength over the last few years and as a
**direct result of an internal promotion,** they are continuing to expand their Head Office team.

**Purpose of the role**:
To ensure that the key investor/security holder/advisor/customer contact points deliver a first class service. Your responsibility is to ensure the level of service to investors is exceptional and responded to in a timely and efficient manner.

**Role Responsibilities**:

- Provide accurate answers to security holder queries or escalate to the appropriate department for further investigation.
- To work closely with Client Services (Listed & Unlisted), Corporate Actions, Employee Share Plans to build knowledge and remain updated.
- Accurately record and assign the number of security holder calls to each client after each call into the system for billing purposes.
- The ability to accurately produce holding statements, dividend statements, tax statements, other correspondence as requested and other miscellaneous forms for security holders and callers on request.
- Ability to follow up outstanding enquiries and meet SLA requirements.

**This is an entry level role and as such, no specific work experience is required. What you will bring to the role is the following**:

- Passion to build a career in financial services
- A friendly, confident and helpful manner and positive attitude
- Excellent verbal and written communication skills
- Naturally a ‘people person’
- Strong interpersonal skills
- Strong attention to detail
- Outstanding customer service ethic
- Strong problem solving skills
- Organisational skills

**We are interviewing immediately so please send in your resume via the APPLY link today or call Nallah Hamilton on 02 9216 6723.


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