Client Services Representative

Challenger Limited is an ASX-listed investment management firm managing $127 billion in assets (as at 30 June 2024). Life with us is fast moving and always exciting. Together we’re driving to deliver our vision to provide our customers with financial security for a better retirement._
- We achieve this goal by providing a work environment where people from diverse backgrounds, with a range of skills and experiences can contribute and succeed._

- Join us as a Client Services Representative in our Retail Client Services Team - 12 month contract.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.-
- Challenger offers excellent development and progression opportunities tailored to individual career plans for those willing to commit to the role.-
- You will be working in a supportive, team-based environment and have exposure to all aspects of the company.-
- We work flexibly in our Sydney CBD offices, after the onboarding period you will generally spend 3 days a week in the office _(with _additional_ days_ as_ _required_ or at the business request_)_._- This role is available for an initial period of 12 months.About the Team

Our Client Services team are talented and passionate in delivering leading customer service. We work in a collaborative environment, and we play a vital role to the wider business, often assisting internal business units meet our customer needs through the Voice of Customer and Adviser.
- We offer the opportunity for a broad career experience and value people who are inquisitive and driven to make a difference, with a customer focus.

The team environment is rich in culture and one in which each team member is valued and has a voice to influence change.

About the role

Our Client Services Representative’s sit within the Retail Client Services Team, a team that is diverse in their experience, and invested in making a difference to our customers and contribute to the leading service Challenger is known for.

This is a fantastic opportunity for someone who is an authentic service and customer champion and is seeking the opportunity to work in a collaborative and supportive team environment with exposure to all aspects of the company, starting in Client Services.

Our Leaders are invested in the development of their people and thrive in being able to enrich the skill and experience within the team, with regular check-ins and training guaranteed.

To be successful in this role, doing nothing won’t get rewarded, we encourage our people to _Challenge what is possible_.

Core Role Responsibilities:
- Build meaningful customer relationships through the varied contact channels.-
- Make outgoing calls to clients and advisers as and when required to meet first contact resolution.-
- Identify and escalate priority issues with Leaders for quick resolution.-
- Timely and accurate resolution of enquires - both internally and externally.-
- Maintain and support accurate registry system records.-
- Desire to support our extended team to meet customer servicing needs by skilling up.-
- Meet performance objectives for service, productivity, and quality of service.-
- Attend relevant training and meetings and demonstrates constructive participation in collaborative settings.-
- Proactive in own learning and seeks opportunity for growth and development of new skills.-
- Leverage your creativity to identify opportunities to recommend and influence process improvements.-
- Make responsible decisions within limits of authority to resolve minor difficulties and devise solutions to unique problems.-
- Other duties as assigned by Team Leader to meet customer and team needs.What you’ll need:
- You will ideally have studied in a finance related discipline.-
- 12 months customer service experience (not limited to financial services).-
- Confident and professional written communication skills.-
- Strong active-listening and verbal-communication skills.Great attention to detail, you’ll pride yourself on your accuracy.-
- Demonstrated success working in a team.-
- Awareness of customer service principles and practices.-
- Ability to multitask and manage time effectively.-
- An understanding of Retirement and Managed Investment products in the Australian market would be highly regarded.-
- RG146 preferred.Additional Information

Working at Challenger means being part of a diverse, connected team that has fun and loves what they do. We’re small enough, but big enough to accelerate bold ideas, realising what’s possible for our customers and partners.
At Challenger, we provide access to a range of exclusive employee benefits that will support you both personally and professionally and a hybrid work environment including.Discretionary bonus scheme.-
- Eighteen weeks paid leave for all new parents.-
- Flexibility on when, and how, parental leave is taken.-
- Challenger Day - one extr