Finance Specialist
2 weeks ago
Role Summary:
We are seeking a highly skilled Finance Specialist to join our Leveraged Products team, where you will have the opportunity to work collaboratively with a diverse group of experienced professionals.
About the Role:
As a Finance Specialist, you will be responsible for providing high-quality service to our clients across multiple products, including Exchange Traded Options and Margin Lending.
Your Key Responsibilities:
- Provide timely and accurate telephone and email service to clients.
- Ensure that all client inquiries are answered within desired service levels.
- Proactively meet targets as they relate to KPIs and service levels across all products.
- Identify, manage and report risks to line management to ensure no errors or trading risks.
- Ensure all client onboarding and outbound targets are met.
- Maintain excellent relationships with clients to deliver best customer outcomes and revenue growth.
- Identify and drive improvements to customer satisfaction, risk management, and revenue outcomes.
- Service internal clients to meet business requirements at the highest standards.
- Support teams across Broking and Markets, including HVC.
- Maintain knowledge of derivative markets, margin lending, and systems across multiple vendors to ensure optimal client servicing and order processing.
- Role-model risk management behaviours for all products, particularly market-related credit risk and margin calls.
About You:
- Experience in listed equities and cash markets.
- Experience in customer service management to high-quality results.
- Dynamic trading environment experience.
- Tertiary-level educated finance discipline, with postgraduate qualifications preferred.
- RG146 accredited.
- Tier 1 accreditation in Foreign Exchange, Derivatives, Securities, and Margin lending preferred.
- Derivatives DTR accreditation preferred.
About Us:
The Commonwealth Bank of Australia is a leading online retail stockbroker providing customers with access to Australian and International Equities, Exchange Traded Options, Margin Lending, ETFs, and cash products.
We are committed to delivering a seamless customer experience through our digital capabilities and investment in the growth of our customers.
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