Graduate / Entry Level - Wealth Management Client

6 days ago

Melbourne, Australia Anton Murray Consulting Full time

Melbourne- Wealth Management- Contract or TemporaryOur client is a global wealth management business looking to hire recent graduates to join their team on an initial 12-month contract.

This role will be a projects based role working in the Risk Management department for a 12-month contract and is a fantastic opportunity to become part of the organisation.

**_ This role is entry level and will suit a recent graduate with mínimal experience, however It requires very strong customer service and communication skills._**

**_ Great opportunity for someone seeking to build some experience at a leading global financial service firm._**

**Key Responsibilities**:

- Manage client questions & queries through dedicated hotline.
- Responsible for ensuring client queries are answered within set timeframe.
- Responsible for operational duties to help service client accounts.
- Prepare summaries and information packs for various Management and Risk Committees.
- Escalate appropriately to Risk Manager
- Establish and maintain relationships with other internal stakeholders and departments.
- Adhere to Company policies and procedures, regulatory and legislative requirements.

**Key Skills and Competencies**:

- Having call center experience would be advantageous
- Experience within wealth management, financial planning, or banking highly desirable
- but not required
- Previous experience working in a Financial Institution preferable but not essential.
- Recognised industry qualifications preferred but not essential

**Desired Qualities and Skills**
- Strong investigative, analytical, and problem-solving skills.
- Strong attention to detail and is highly deadline oriented.
- Strong project management and time management skills
- Excellent communication skills both verbal and written.
- Ability to prioritise and work in a fast-paced environment.

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