Client Services Consultant
6 days ago
9 Month Max Term Contract- Work where we work best - Hybrid office/work-from-home environment
As Client Services Consultant you will provide quality customer service to Perpetual's clients and advisers within the Perpetual Client Solutions call centre. Providing clients with accurate and timely account information, up-to-date product knowledge and information surrounding applicable legislation.
About the role
As a Client Services Consultant at Perpetual, you will:
- Maintain an up‑to‑date working knowledge of all products, performance, procedures and business rules- Provide clients/advisers with accurate and timely account information within service levels- Educate clients/advisers about up‑to‑date products and services- Ensure notes of calls are placed on relevant systems- Produce and send statements and reports to clients/advisers when requested- Report and escalate identified risks and issues to team leaders as appropriate- Ensure all Activity and Break Codes are entered correctly- Adhere to key controls- Ensure no advice is given to clients- Maintain an awareness of policies and procedures- Provide assistance to other areas where necessary.
About you- Previous call centre/customer service experience- Strong customer service and relationship management skills- In-depth understanding of the financial services industry, including unit trust, superannuation, and pension knowledge- Effective communication skills (verbal and written)- Desirable RG146 compliant- Proficiency in computer literacy and MS office suite- Superior organisational skills with the ability to multitask and prioritise conflicting deadlines- Keen attention to detail.
Behaviours
- Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact.- Employee benefits-
- Work from anywhere in Australia for up to one month each year
- An annual allowance to empower you to prioritise your personal wellbeing
- Access to LinkedIn learning, study support and commitment to supporting professional development
- Lend your expertise and support Indigenous organisations to achieve their own development goals with a six weeks’ secondment with JawunDiversity and inclusion-
- WGEA Employer of Choice for gender equality since 2018
- Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
- A growing number of employee-led networks who work to raise awareness and drive continued change
-
Client Services Consultants
2 days ago
Sydney, Australia B & K Consulting Full time**The Company** - Our client is a market leader in automotive finance, offering tailored lending solutions that empower customers to achieve their dream car. With a strong reputation for excellence and a commitment to innovation, they are expanding the client services team to enhance their premium customer experience further. **The Role** - As a **Client...
-
Client Service Consultant
2 weeks ago
Sydney, New South Wales, Australia Buscojobs Full timeAdministration & Support, Retail Banking Join our specialist Wealth division with client support that offers market-leading integrated wealth solutions for advisers and their clients.As a Client Service Consultant, you'll be part of a national team of experts, connecting with our clients and Financial Advisors, helping to resolve their issues quickly and...
-
Client Service Consultant
2 weeks ago
Sydney, New South Wales, Australia Macquarie Bank Limited Full timeAdministration & Support, Retail Banking Join our specialist Wealth division with client support that offers market-leading integrated wealth solutions for advisers and their clients.As a Client Service Consultant, you'll be part of a national team of experts, connecting with our clients and Financial Advisors, helping to resolve their issues quickly and...
-
Client Services Consultant
2 days ago
Sydney, Australia Perpetual Limited Full time12 Month Max Term Contract- - An opportunity to learn and develop your career with on-the-job training- - Work where we work best - Hybrid office/work-from-home environmentPerpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth...
-
Client Service Consultant
4 weeks ago
Sydney, New South Wales, Australia Macquarie Bank Limited Full timeAdministration & Support, Retail BankingJoin our specialist Wealth division with client support that offers market-leading integrated wealth solutions for advisers and their clients. As a Client Service Consultant, you'll be part of a national team of experts, connecting with our clients and Financial Advisors, helping to resolve their issues quickly and...
-
Client Services Consultant
2 days ago
Sydney, Australia PracticeEvolve Full timeAbout Practice Evolve At PracticeEvolve, we’re on a mission to reshape the legal tech industry and we want you to lead the charge with us. Our vision is audacious - to be the most valued legal tech company in the world. And we believe the key to achieving this lies in building a global community of like-minded individuals who share our unwavering passion...
-
Client Services Consultant
2 days ago
Sydney, Australia PracticeEvolve Full timeAbout Practice Evolve At PracticeEvolve, we’re on a mission to reshape the legal tech industry and we want you to lead the charge with us. Our vision is audacious - to be the most valued legal tech company in the world. And we believe the key to achieving this lies in building a global community of like-minded individuals who share our unwavering passion...
-
Client Service Delivery Consultant
1 week ago
Sydney, Australia Experian Information Solutions Full timeThe Client Service Delivery function is dedicated to providing a white glove experience for the organisation's top 30 clients, as well as clients requiring short term, or at times longer term, high levels of personalised support. This involves developing and maintaining deep, personalised relationships with each client, understanding their unique needs,...
-
Client Service Consultant
1 week ago
Sydney, Australia Macquarie Group Limited Full time-Our dynamic Client Service team are the friendly and knowledgeable first point of contact for our clients. They are dedicated to supporting customers of our retail bank predominantly through phone call communication.At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global...
-
Client Service Delivery Consultant
6 days ago
North Sydney, Australia Experian Full time**Company Description** Experian is a global data and technology company, powering opportunities for people and businesses around the world. We help to redefine lending practices, uncover and prevent fraud, simplify healthcare, create marketing solutions, and gain deeper insights into the automotive market, all using our unique combination of data, analytics...
