Customer Service Consultant

2 days ago

Adelaide Region SA, Australia HAYS Full time

This is a fantastic opportunity for driven and customer focused individuals to join one of Australia’s Big 4

**Your new company**

Work for one of the most loved Big 4 banks that has a proud history as one of Australia's first and oldest banks. This distinguished organisation is well recognised as the leader in their industry for helping their customers, people and communities prosper and grow. Their mission is to help people prepare for their best financial future forever.

**Your new role**

The Specialised Services and Operations (SSO) team prides itself on supporting Advisers and clients to manage their assets in order to secure their best financial future. The Customer Service Consultant who forms part of this team is responsible for the technical administration and relationship management for SSO to support their current product offers.

The Customer Service Consultant will be required to contact customers, advisers and financial institutions primarily via telephone to facilitate the accurate and timely completion of customer requests. You will resolve issues regarding incomplete, invalid or unclear transactions identified by our business partners.
As a Customer Service Consultant, you will be responsible for, but not limited to, the following duties:

- Servicing complex customer enquiries in an outbound contact centre
- Working to deliver all Customer Transactions including but not limited to the transfer of managed funds and equities, trading, corporate actions, margin lending and asset reconciliation.
- Coaching and developing capability in the SSO team and be the referral point to advise on technical questions and issues both within the team and from other parties.
- Build relationships with key internal stakeholders, external advisers, and customers to support them in their understanding of the Panorama platform.
- Proactively identify issues, problems and opportunities and contribute to potential solutions regarding process efficiencies.
- Manage individual workflow to ensure all deadlines are met. Deadlines include intra-day legislative requirements, ASX requirements and SSO service standards.
- Establish and maintain relationships with external vendors (including Investment Managers) to ensure smooth management of the Managed Funds and underlying processes.

**What you'll need to succeed**

To be considered for this opportunity, we are looking for ambitious individuals with a thirst for learning and development in the financial services industry. You will display an exceptional attitude and work ethic combined with passion to succeed and service customers to the best of your ability.
- Exceptional verbal and written communication skills
- Ability to coach and develop team members.
- Demonstrated passion for delighting customers
- Exceptional organisational and time management skills
- Sound analytical and problem-solving skills
- Ability to work independently and under pressure
- High level of attention to detail and accuracy
- Broad knowledge of wealth management industry, specifically Platform and Superannuation
- Compliance focus in relation to key technical area

**What you'll get in return**

The position offers completive hourly remuneration and comprehensive training within a supportive team. This institution prides itself in growing their talent and offers career development opportunities across the entire business.

**What you need to do now**

**LHS 297508**

**LHS 297508**

**LHS 297508**#2778576

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