Financial Services Team Member

10 hours ago

Sydney, New South Wales, Australia Challenger Full time
About Us

Challenger Limited is a leading investment management firm managing a significant portfolio of assets.

We strive to create a dynamic work environment where employees can grow and thrive, delivering outstanding results and exceptional customer service.

Job Overview

This role offers the opportunity to gain in-depth knowledge of financial services and be involved in meaningful work across our business.

As a Financial Services Administrator, you will be part of our Retail Client Services Team, working collaboratively with experienced professionals to achieve shared goals.

Key Responsibilities
  1. Process client applications, maturities, and withdrawals efficiently, meeting set Service Level Agreements (SLAs).
  2. Vet incorrect forms and requests, following up via email and phone calls to investors and financial advisers.
  3. Identify and escalate priority issues with Leaders for prompt resolution.
  4. Support our extended team by developing new skills to meet customer servicing needs.
  5. Attend relevant training and meetings, demonstrating constructive participation in collaborative settings.
  6. Pursue opportunities for growth and development of new skills, leveraging creativity to identify process improvements.
  7. Makes responsible decisions within limits of authority to resolve minor difficulties and devise solutions to unique problems.
Requirements
  • A finance-related discipline or equivalent experience.
  • 12 months customer service experience, preferably in a financial services setting.
  • Strong written communication skills and attention to detail.
  • Active listening and verbal-communication skills, with ability to work effectively with multiple applications.
  • Demonstrated success working in a team environment.
  • Awareness of customer service principles and practices.
  • Ability to multitask and manage time efficiently.
Benefits

At Challenger, we offer a comprehensive package of benefits, including:

  • A competitive salary of $80,000 - $100,000 per annum, depending on experience.
  • A hybrid work environment, allowing for flexibility and work-life balance.
  • Ongoing training and development opportunities, tailored to individual career plans.
  • An inclusive and supportive work culture, promoting diversity and equality.
About the Role

This position is ideal for an ambitious and motivated individual who is passionate about delivering exceptional customer service and making a meaningful contribution to our team.

We encourage applications from candidates with a strong desire to learn and grow, who are willing to commit to the role and contribute to our company's continued success.

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