Career Opportunities in Financial Services

4 days ago

Sydney, New South Wales, Australia Challenger Full time
Job Overview

We are seeking a skilled and dedicated individual to join our Retail Client Services Team as a Financial Services Administrator. This is an exciting opportunity to work with a dynamic team, driving customer satisfaction and contributing to the success of Challenger Limited.

About the Role

This role involves processing applications, maturities, and withdrawals for clients within set service level agreements. You will be responsible for vetting incorrect forms and requests, following up via email and phone calls, and identifying priority issues to escalate to leaders for quick resolution.

The ideal candidate will have a finance-related degree, 12 months of customer service experience, and strong communication skills. A background in customer-facing roles, combined with proficiency in multiple software applications, will be highly regarded. The ability to multitask, manage time effectively, and demonstrate attention to detail will also be essential.

Key Responsibilities
  • Process client applications, maturities, and withdrawals within set SLAs
  • Vet incorrect forms and requests, following up via email and phone calls
  • Identify and escalate priority issues to leaders for quick resolution
  • Support extended teams to meet customer servicing needs
  • Attend training and meetings, demonstrating constructive participation
  • Proactively learn and seek opportunities for growth and development
  • Leverage creativity to identify process improvements
  • Make responsible decisions to resolve minor difficulties
Requirements
  • Finance-related degree or equivalent experience
  • 12 months of customer service experience (not limited to financial services)
  • Confident written and verbal communication skills
  • Strong active-listening and interpersonal skills
  • Computer literacy and proficiency in multiple applications
  • Attention to detail and accuracy
  • Demonstrated teamwork and customer service skills
  • Awareness of customer service principles and practices
Benefits

We offer a range of benefits to support your personal and professional growth, including:

  • Competitive salary: $65,000 - $75,000 per annum
  • Hybrid work environment, allowing for flexible working arrangements
  • Ongoing training and development opportunities
  • Opportunity to work with a diverse team and contribute to customer satisfaction
About Us

Challenger Limited is a leading investment management firm, managing $127 billion in assets. We value diversity and inclusion, promoting flexible working practices and supporting our employees' personal and professional growth.

At Challenger, we strive to deliver outstanding results, collaborate with our teams, and think customer-centrically. Our core values – Act With Integrity, Aim High, Collaborate, and Think Customer – guide our actions and decision-making processes.

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