Client Services Consultant

2 months ago


Sydney, Australia Perpetual Limited Full time

Work flexibly- On the job training program- 6mths fixed term contract

At Perpetual we know our people are responsible for our continued success. An investment in the growth of our people is an investment in the future of our business, so you’ll be challenged and supported in this exciting Phone Based Consultants role.

At Perpetual our Phone Based Consultants are responsible for providing high quality customer service to our Advisors and valued client base.

Our Phone Based Consultants will undertake a comprehensive training programme. Here at Perpetual we have a strong supportive and collaborative senior management network in place, as well as motivated and enthusiastic colleagues.

Sounds interesting? Here are some specifics about the opportunity:- Servicing customer queries in our Perpetual contact centre- Maintain an up-to-date working knowledge of all products, fund performance, procedures and business rules- Send statements and reports to clients/advisers when requested- Report and escalate identified risks and issues to team leaders as appropriate

To be considered for this opportunity, your qualifications, skills and experience could include:
- 2+ years Customer Service experience from hospitality, retail, finance, or telecommunications- Degree qualified in Business, Commerce or similar an advantage- Strong interest in financial services, wealth management and/or asset management- Strong communication skills, written & verbal- Strong multi-tasking and time management skills

Our opportunity We’d love to learn more about how your interests and experience could be a fit. Here at Perpetual, we are committed to supporting a flexible working environment enabling you to work how and where you work best. Our benefits
- Two weeks additional paid leave for Well-being & Community Leave
- Market competitive Parental Leave
- Access to our Well-being Benefits and Perpetual Discounts providing discounts and special offers on entertainment, clothing, homeware, gift cards, technology, travel, dining and more

Why join us? You'll be joining a growing client-focused and collaborative global team with a values and purpose-driven culture. Each and every day our people bring to life our enterprise behaviours - Stretch, Own It, and Make an Impact. We value Diversity and Inclusion and know that the unique backgrounds, experiences, and perspectives of our people contribute immensely to the delivery of our purpose and strategy. We’re living this commitment as a WGEA Employer of Choice for Gender Equality and have a growing number of employee-led networks to raise awareness and promote Diversity and Inclusion at Perpetual. We are extremely proud to work directly with over 23 Aboriginal language groups in various communities across Australia and we pay our respects to all Aboriginal and Torres Strait Islander People: and to their Elders past and present. Aboriginal and Torres Strait Islander People are strongly encouraged to apply.



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