Client Services Consultant

1 week ago

Sydney, New South Wales, 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.

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