Client Services Consultant

7 days ago

Sydney, Australia Perpetual Limited Full time

12 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 Management and Corporate Trust.

Following the completion of a comprehensive Strategic Review in May 2024, it was announced that Perpetual Limited will become a standalone Asset Management business and has entered into an agreement with an affiliate of Kohlberg Kravis Roberts (KKR) who will acquire the Corporate Trust and Wealth Management businesses.

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 preferable although on the job training will be provided-
- 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. How we work

Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients; the way we approach decision-making to the questions we ask and the problems we solve.

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.

Diversity 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. We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.

  • Client Services Consultants

    7 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

    4 days ago

    Sydney, New South Wales, Australia Macquarie Bank Limited Full time

    Administration & 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 with...

  • Client Services Consultant

    1 week ago

    Sydney, Australia Perpetual Limited Full time

    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...

  • Client Service Consultant

    2 hours ago

    Sydney, New South Wales, Australia Buscojobs Full time

    Administration & 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 with...

  • Client Service Consultant

    3 weeks ago

    Sydney, New South Wales, Australia Buscojobs Full time

    Administration & 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

    3 weeks ago

    Sydney, New South Wales, Australia Macquarie Bank Limited Full time

    Administration & 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

    3 days ago

    Sydney, New South Wales, Australia Macquarie Bank Limited Full time

    Administration & 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 with...

  • Client Service Consultant

    2 days ago

    Sydney, New South Wales, Australia Macquarie Group Full time

    2 days ago Be among the first 25 applicantsJoin our specialist Wealth division 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 with empathy.At...

  • Client Service Consultant

    3 hours ago

    Sydney, New South Wales, Australia Macquarie Group Full time

    2 days ago Be among the first 25 applicantsJoin our specialist Wealth division 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 with empathy.At...

  • Client Services Consultant

    7 days ago

    Sydney, Australia PracticeEvolve Full time

    About 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...