Graduate / Entry Level - Wealth Management Client
2 days ago
Melbourne- Wealth Management- Contract or TemporaryOur client is a global wealth management business looking to hire recent graduates to join their team on an initial 12-month contract.
This role will be a projects based role working in the Risk Management department for a 12-month contract and is a fantastic opportunity to become part of the organisation.
**_ This role is entry level and will suit a recent graduate with mínimal experience, however It requires very strong customer service and communication skills._**
**_ Great opportunity for someone seeking to build some experience at a leading global financial service firm._**
**Key Responsibilities**:
- Manage client questions & queries through dedicated hotline.
- Responsible for ensuring client queries are answered within set timeframe.
- Responsible for operational duties to help service client accounts.
- Prepare summaries and information packs for various Management and Risk Committees.
- Escalate appropriately to Risk Manager
- Establish and maintain relationships with other internal stakeholders and departments.
- Adhere to Company policies and procedures, regulatory and legislative requirements.
**Key Skills and Competencies**:
- Having call center experience would be advantageous
- Experience within wealth management, financial planning, or banking highly desirable
- but not required
- Previous experience working in a Financial Institution preferable but not essential.
- Recognised industry qualifications preferred but not essential
**Desired Qualities and Skills**
- Strong investigative, analytical, and problem-solving skills.
- Strong attention to detail and is highly deadline oriented.
- Strong project management and time management skills
- Excellent communication skills both verbal and written.
- Ability to prioritise and work in a fast-paced environment.
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