Financial Services Operations Professional

4 weeks ago

Sydney, New South Wales, Australia Challenger Full time
Unlock a Rewarding Career as a Financial Services Administrator

We are seeking an experienced and motivated individual to join our Retail Client Services Team as a Financial Services Administrator. In this role, you will play a crucial part in delivering exceptional customer service and supporting the growth of our business.

About the Role:

This is 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. As a Financial Services Administrator, you will be responsible for processing applications, maturities, and withdrawals for clients within set Service Level Agreements (SLAs). You will also have the opportunity to develop new skills and contribute to process improvements.

The ideal candidate must be flexible and adaptable to change and committed to continuous learning and professional development. A strong desire to support the extended team to meet customer servicing needs and proactive approach to identifying opportunities for growth and development are essential.

Key Responsibilities:
  • Process client applications, maturities, and withdrawals within agreed SLAs
  • Vet incorrect forms and requests, following up via email and outgoing phone calls to investors and financial advisers
  • Escalate priority issues with leaders for swift resolution
  • Attend relevant training and meetings, demonstrating constructive participation in collaborative settings
  • Leverage creativity to identify opportunities for process improvements
  • Making responsible decisions within limits of authority to resolve minor difficulties and devise solutions to unique problems
What We Offer:

We provide a comprehensive benefits package, including access to a range of exclusive employee benefits that will support you both personally and professionally. Our hybrid work environment allows for flexibility and work-life balance.

In addition, we offer:

  • A competitive estimated salary of $70,000 - $90,000 per annum, depending on experience
  • Opportunities for professional development and career advancement
  • A supportive and diverse work environment
  • Recognition and rewards for outstanding performance
Requirements:
  • Degree in finance or related field
  • 12 months customer service experience (not limited to financial services)
  • Strong written and verbal communication skills
  • Excellent problem-solving and analytical skills
  • Ability to multitask and manage time effectively
  • Familiarity with retirement and managed investment products in the Australian market

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