Entry Level Wealth Management

Description:

Do you thrive in fast paced customer focused environments? This is the perfect opportunity for you to grow within a company focused on well-being and development of employees! An exciting opportunity to join an ASX-listed Australian financial services group, specialising in advised life insurance, superannuation and wealth management.

Your new role

As a service consultant you will be responsible for daily administrative tasks in a customer service focused environment. You will be completing applications and managing your own portfolio of advisers. You will have a genuine passion for customer service and thrive within a fast paced environment.

Some Of Your Responsibilities Will Include
 

• Manage Adviser and Client relationships and be the first point of contact for incoming calls
• Plan and organise priorities to ensure all day to day operational activities are completed effectively and efficiently and proactively manage issues that potentially detract value.
• Liaise with stakeholders to build and maintain a client-focused attitude
• Work closely with the Operations team to ensure the delivery of accurate and timely outcomes.
• Ensure all relevant legislation is complied with taking corrective action if gaps or weaknesses are detected.
• Delivery of reports and feedback on service standards and adherence.
   

Your Skills And Experience
 

• Exceptional customer service skills - open to industry experience
• Excellent verbal and written communication skills
• Attention to detail and accuracy
• Ability to manage multiple tasks in a fast paced environment
• Proficiency in Microsoft Office suite