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Entry into Financial Services
3 weeks ago
== Challenger ==
Role Seniority - junior
More about the Entry into Financial Services | Sydney (6 Months) role at Challenger
Challenger Limited is an ASX-listed investment management firm managing $123.9 billion in assets (as at 30 June 2025). Life with us is fast moving and always exciting. Together we're driving to deliver our vision to provide our customers with financial security for a better retirement.
We achieve this goal by providing a work environment where people from diverse backgrounds, with a range of skills and experiences can contribute and succeed.
Join us as a Financial Services Administrator in our Retail Client Services Team
A fantastic opportunity to gain a deeper understanding of financial services and be involved in meaningful work across the business that will challenge you and enrich your career path.
You will be working in a supportive, team-based environment and have exposure to all aspects of the company.
We work flexibly in our Sydney CBD offices; after onboarding you will generally spend 3 days a week in the office (with additional days as required).
This role is available for an initial period of 6 months
About the role
Our Financial Services Administrators sit within the Retail Customer Services Team, a team that is diverse in their experience, and invested in making a difference to our customers and contribute to the leading service Challenger is known for.
Our Leaders are invested in the development of their people and thrive in being able to enrich the skill and experience within the team, with regular check-ins and training guaranteed.
To be successful in this role, doing nothing won't get rewarded, we encourage our people to challenge what is possible.
This role provides the perfect opportunity to work and collaborate with team members across Client Services, with development opportunities to skill up across the wider Retail Client Services team as the need arises. The ideal candidate must be flexible and adaptable to change and seek this out as part of their own development.
Core Role Responsibilities:
Processing applications, maturities, and withdrawals for clients within set SLAs
Vetting incorrect forms and requests and following up via email and outgoing phone calls to investors and financial advisers
Identify and escalate priority issues with Leaders for quick resolution.
Desire to support our extended team to meet customer servicing needs by skilling up.
Attend relevant training and meetings and demonstrates constructive participation in collaborative settings.
Proactive in own learning and seeks opportunity for growth and development of new skills.
Leverage your creativity to identify opportunities to recommend and influence process improvements.
Make responsible decisions within limits of authority to resolve minor difficulties and devise solutions to unique problems.
Other duties as assigned by Team Leader to meet customer and team needs.
What you'll need.
You will ideally have studied in a finance related discipline.
12 months customer service experience (not limited to financial services).
Confident and professional written communication skills.
Strong active-listening and verbal-communication skills.
Sound computer literacy and the ability to work with multiple applications.
Great attention to detail, you'll pride yourself on your accuracy.
Demonstrated success working in a team.
Awareness of customer service principles and practices.
Ability to multitask and manage time effectively.
An understanding of Retirement and Managed Investment products in the Australian market would be highly regarded.
Our Values
We have four values that are integral to our culture and linked to everything we do. They set out the behaviours we need to meet community expectations and ensure we can deliver on our vision and strategy.
Act With Integrity
We do things the right way
Aim High
We deliver outstanding results
Collaborate
We work together to achieve shared goals
Think Customer
We make decisions with our end customers front of mind
#LI-GS1
#LI-Challenger
#LI-Hybrid
Challenger's employee value proposition guides how we work: Grow and realise your potential, supporting each other, stronger together and making things happen. Our culture encourages curiosity, considered thinking and meaningful contribution, with opportunities to build a broad and rewarding career.
We are committed to fostering a safe, inclusive and respectful workplace where people of all backgrounds, identities and ways of thinking can thrive, and promoting flexible working to support work-life balance.
Challenger is proud to be a Workplace Gender Equality Agency (WGEA) Employer of Choice for Gender Equality, a Family Friendly Workplace and recognised as a Bronze Employer in the Australian Workplace Equality Index (AWEI), the national benchmark for LGBTQ+ workplace inclusion.
Job type:
Max Term (Fixed Term)
Posting Close Date :
27/09/2025
Before we jump into the responsibilities of the role. No matter what you come in knowing, you'll be learning new things all the time and the Challenger team will be there to support your growth.Please consider applying even if you don't meet 100% of what's outlined
Key Responsibilities
- Processing applications
- Vetting forms
- Identifying issues
- Customer service experience
- Communication skills
- Computer literacy
- Finance knowledge
- Attention to detail
- Teamwork
A Final Note: This is a role with Challenger not with Hatch.
