Dedicated Client Service Professional

1 day ago

Sydney, New South Wales, Australia Challenger Full time

Challenger Limited is a leading investment management firm with $127 billion in assets under management. Our fast-paced work environment offers the opportunity to contribute to our vision of providing financial security for better retirement.

We strive to create a workplace where diverse individuals can succeed and grow, achieving this goal by fostering a culture of collaboration and inclusivity.

About the Role

This position as a Financial Services Administrator in our Retail Client Services Team presents an ideal opportunity to gain in-depth knowledge of financial services and be involved in meaningful work across the business that will challenge you and enrich your career path.

You will have exposure to all aspects of the company and work in a supportive, team-based environment. 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 12 months.

About the Team

Our Financial Services Administrators sit within the Retail Customer Services Team, a diverse group of experienced professionals invested in making a difference to our customers and contributing to Challenger's exceptional service.

Our Leaders are dedicated to developing their people and thrive in creating opportunities for growth and skill enrichment within the team, with regular check-ins and training guaranteed.

To succeed in this role, doing nothing won't get rewarded; we encourage our people to push boundaries and achieve more.

This role provides the perfect opportunity to collaborate with team members across Client Services, with development opportunities to upskill across the wider Retail Client Services team as needed. The ideal candidate must be flexible and adaptable to change and seek new challenges as part of their own development.

Key Responsibilities:

  • Process applications, maturities, and withdrawals for clients within set SLAs
  • Vet incorrect forms and requests and follow up via email and outgoing phone calls to investors and financial advisers
  • Identify and escalate priority issues with Leaders for quick resolution
  • Support extended team efforts to meet customer servicing needs by upskilling
  • Attend relevant training and meetings and demonstrate constructive participation in collaborative settings
  • Proactively engage in learning and seek opportunities for growth and development of new skills
  • Leverage 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 assigned by Team Leader to meet customer and team needs

What You'll Need

  • A finance-related degree or equivalent experience
  • At least 1 year of customer service experience (not limited to financial services)
  • Confident written communication skills
  • Strong active-listening and verbal-communication skills
  • Sound computer literacy and ability to work with multiple applications
  • Excellent attention to detail
  • Demonstrated success working in a team
  • Awareness of customer service principles and practices
  • Ability to multitask and manage time effectively
  • Familiarity with Retirement and Managed Investment products in the Australian market highly regarded
  • RG271 preferred
  • Lean Six Sigma certification highly regarded

Our Values

We value four core behaviors: Act With Integrity, Aim High, Collaborate, and Think Customer. These behaviors drive our actions and ensure we deliver outstanding results while prioritizing customer satisfaction.

At Challenger, we offer a range of benefits to support your personal and professional growth, including access to exclusive employee perks and a hybrid work environment. Learn more about our benefits here.

#LI-GS1

#LI-Hybrid

#LI-Challenger

We prioritize diversity and inclusion, promoting flexible working practices and celebrating individual differences. We're proud to be a Workplace Gender Equality Agency (WGEA) Employer of Choice for Gender Equality and participate in the Australian Workplace Equality Index (AWEI) as a national benchmark on LGBTQ+ workplace inclusion and best practice in Australia.

Job Type: Permanent

Salary Range:$65,000 - $90,000 per annum depending on experience.

  • Marketing Growth Strategist

    1 week ago

    Sydney, New South Wales, Australia Client Full time

    Unlock Career Growth as a Marketing Growth StrategistWe are seeking an experienced and driven Marketing Growth Strategist to join our team. As a key member of our client-facing team, you will be responsible for developing and executing marketing strategies that drive business growth and profitability.In this role, you will work closely with our clients to...

  • Dedicated Client Liaison Professional

    3 weeks ago

    Sydney, New South Wales, Australia AFL Recruitment Full time

    Thriving Law Firm Seeks Enthusiastic Client Service ExpertAward-Winning Multi-Disciplinary Firm Offers Exciting Opportunity for Growth and DevelopmentOverviewWe are a highly respected, multi-award winning modern law firm undergoing exponential growth. Our unique culture values and rewards exceptional talent.About the RoleWe are seeking an experienced Client...

  • Client Service and Operations Professional

    1 week ago

    Sydney, New South Wales, Australia Barings Full time

    Company OverviewAt Barings, a leading global financial services firm, we prioritize building strong relationships with our clients. Our team is dedicated to delivering exceptional investment and capital solutions, leveraging expertise in active asset management and direct origination.We welcome talented individuals to join our collaborative environment,...

  • Client Service Professional

    4 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job DescriptionAt Anton Murray Consulting, we are seeking a skilled Client Manager to join our team. This is an exciting opportunity for a professional with a passion for delivering exceptional client service and ensuring compliance with trust obligations.Main Responsibilities• Assist the Senior Manager and Senior Client Service Managers in servicing the...

  • Client Service Professional

    3 weeks ago

    Sydney, New South Wales, Australia Lotus People Full time

    Company Overview:Lotus People are thrilled to be partnering with a highly-regarded FinTech Insurance company to recruit a Client Service Professional within their collaborative Service team.The company has built a strong reputation for its commitment to service excellence, positioning it at the forefront of its industry. This presents an incredible...

  • Dedicated Support Professional

    2 weeks ago

    Sydney, New South Wales, Australia Life Without Barriers Full time

    About the Role:Life Without Barriers seeks a dedicated support professional to join our team in Hurstville. The ideal candidate will have previous experience working with people with disability, including providing personal care and driving a wheelchair van.The successful applicant will be responsible for supporting individuals with disabilities, following...

  • Head of Commercial Operations and Client Services

    2 weeks ago

    Sydney, New South Wales, Australia Corporation Service Company Full time

    Job OverviewWe are seeking a highly skilled and experienced professional to lead our commercial operations and client services team. The successful candidate will have a proven track record in managing complex commercial activities, leading high-performing teams, and driving business growth.About the RoleThe Head of Commercial Operations and Client Services...

  • Senior Client Service Professional

    3 weeks ago

    Sydney, New South Wales, Australia 11 Recruitment Full time

    We are seeking a dedicated Client Services Manager to lead our client service team, ensuring the highest standard of service delivery across all training programs.This role is crucial in enhancing client relationships and aligning service strategies with our business goals.Main Responsibilities:Develop and Implement Client Service Policies: Create and...

  • Dedicated Support Professional

    7 days ago

    Sydney, New South Wales, Australia Sylvanvale Full time

    About the RoleSylvanvale is a renowned not-for-profit services provider, dedicated to supporting over 750 children and adults with disabilities.This role is ideal for individuals who possess the tenacity and confidence to work with people who have complex support needs and may exhibit behaviours of concern.You will be required to provide meaningful support...

  • Client Services Professional

    5 days ago

    Sydney, New South Wales, Australia Interactive Brokers Full time

    About the RoleThis is an exciting opportunity to work as a Client Services Representative at Interactive Brokers Australia Pty Limited. As a key member of our team, you will provide exceptional client service and support, utilizing your strong communication skills and technical knowledge to resolve complex issues.ResponsibilitiesRespond to client inquiries...

  • Fintech Client Services Professional

    4 days ago

    Sydney, New South Wales, Australia Randstad Full time

    At Randstad, we are seeking a highly skilled Fintech Client Services Professional to join our client's dynamic team in Sydney.The successful candidate will be responsible for managing day-to-day client services, payments, and platform queries, while driving process improvements and collaborating with internal teams across the globe.Key...

  • Dedicated Legal Support Professional

    3 weeks ago

    Sydney, New South Wales, Australia MJD Recruitment Full time

    About the RoleMJD Recruitment is thrilled to be working with a prestigious Global Law Firm to locate a dedicated, high-performing & driven Legal Secretary to join their team. This well-established firm is admired in the industry for its professionalism, people, and client services. With tons of variety in this role, there's never a dull moment which means...

  • Perpetual Client Services Professional

    2 weeks ago

    Sydney, New South Wales, Australia Perpetual Full time

    About the RoleWe are seeking a skilled Client Services Consultant to join our team at Perpetual. As a key member of our Client Solutions group, you will provide exceptional customer service to our clients and advisors, ensuring timely and accurate account information, product knowledge, and legislative updates.Key responsibilities will include:Maintaining a...

  • Dedicated Legal Support Professional

    2 weeks ago

    Sydney, New South Wales, Australia Slater and Gordon Lawyers Full time

    As a leading personal injury and class actions law firm, Slater and Gordon Lawyers are committed to creating an inclusive workplace that values diversity and ensures equal opportunities for all. We do not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, disability, age, or other legally protected attributes.We...

  • Client Services Assistant

    3 weeks ago

    Sydney, New South Wales, Australia Flinders And Upper North Local Health Network Full time

    About the RoleThis position is an excellent opportunity to work in a collaborative and supportive environment, providing high-quality patient care and services. As a Client Services Assistant, you will play a vital role in maintaining a welcoming and supportive environment within our health unit.Key ResponsibilitiesPrepare, serve, and deliver nourishing...

  • Dedicated Food Service Professional Wanted

    3 weeks ago

    Sydney, New South Wales, Australia Estia Investments Full time

    About the RoleWe are seeking a Dedicated Food Service Professional to join our team in providing exceptional care and support to our residents.This is a fantastic opportunity for someone who is passionate about delivering outstanding food services and making a real difference in people's lives.ResponsibilitiesTo prepare and serve high-quality meals to...

  • Client Services Coordinator

    3 days ago

    Sydney, New South Wales, Australia Altius Group Full time

    About Altius Group, a leading provider of corporate health programs throughout Australia. Our Health Assessment Centre in Darlinghurst is seeking a full-time Client Services Liaison/Administrator.Your RoleAs a Client Service Liaison, you'll work with diverse stakeholders and clients in a fast-paced environment. Your day will be dynamic, with varied tasks and...

  • Dedicated Medical Administrative Professional

    2 weeks ago

    Sydney, New South Wales, Australia Silver Search Full time

    Job OverviewSilver Search Pty Ltd is a leading specialist in medical administration roles, and we are currently seeking an exceptional Medical Receptionist/Personal Assistant to join our client's fast-paced modern practice.About the RoleThis is an exciting opportunity for an enthusiastic and customer-focused individual to provide administrative support in a...

  • Dedicated Behavioural Support Professional

    2 days ago

    Sydney, New South Wales, Australia Benevolent Society Full time

    We are seeking a highly skilled Behavioural Support Practitioner to join our team at the Benevolent Society. This is an exciting opportunity for a motivated individual to make a real difference in the lives of people with disability.About the Role:This full-time position is based on the Mid-North Coast region of NSW and offers a competitive salary package of...

  • Administrative Professional

    3 weeks ago

    Sydney, New South Wales, Australia Therapy and Learning Centre Full time

    About UsTherapy and Learning Centre (TLC) is a renowned provider of occupational therapy and physiotherapy services catering to children from birth to 18 years old. Our dedication lies in empowering children to reach their full potential within a supportive and caring environment.About You:Certificate in Administration or equivalent experience is preferred.A...