Graduate / Entry Level - Wealth Management Client Services

2 months ago

Melbourne, Australia Anton Murray Consulting Full time

Melbourne
Wealth Management
Contract or Temporary

Our 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 minimal 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.

This exceptional opportunity to join a leading wealth management house will be hired on an initial 12 month contract and pay an hourly rate comensurate with candidate experience around $30-35 per hour + super. 

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