Client Services Consultant

Provide a professional level of service, achieving Call Centre Key Performance Indicators at a team and an individual level.
Fixed term contract until December 2024
Working with a tight-knit team you will be handling call & email enquiries from our investor, super & pension clients as well as directly from Advisers. A suite of training modules will be provided to you as your knowledge grows within Perpetual.
Sounds interesting? Here are some specifics about the opportunity:
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 from 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
Maintain an awareness of policies and procedures
Provide assistance to other areas where necessary
Ensure no advice is given to clients
To be considered for this opportunity, your qualifications, skills and experience could include:
Customer service experience – Retail / Call Centre
Proficiency with Basic office technology & applications e.g., excel & PowerPoint
Fundamental understanding of investments e.g. shares, managed funds & ETF's
RG146 (desirable)
Finance Degree (desirable)
Our opportunity
We’d love to learn more about how your interests and experience could be a fit. Here at Perpetual, we are committed to supporting a flexible working environment enabling you to work how and where you work best.
Our benefits
Access to our Well-being Benefits and Perpetual Discounts providing discounts and special offers on entertainment, clothing, homeware, gift cards, technology, travel, dining and more
Why join us?
You'll be joining a growing client-focused and collaborative global team with a values and purpose-driven culture. Each and every day our people bring to life our enterprise behaviours – Stretch, Own It, and Make an Impact.
We value Diversity and Inclusion and know that the unique backgrounds, experiences, and perspectives of our people contribute immensely to the delivery of our purpose and strategy. We’re living this commitment as a WGEA Employer of Choice for Gender Equality and have a growing number of employee-led networks to raise awareness and promote Diversity and Inclusion at Perpetual. We are extremely proud to work directly with over 23 Aboriginal language groups in various communities across Australia and we pay our respects to all Aboriginal and Torres Strait Islander People: and to their Elders past and present. Aboriginal and Torres Strait Islander People are strongly encouraged to apply.
Perpetual strongly encourages our employees to be vaccinated for the safety of our team and stakeholders. Some governments require employees to be up to date with their vaccinations against COVID-19 or have a current medical exemption to be able to attend a Perpetual office or attend a face to face meeting. Other roles may also require that full vaccination is maintained for the safety and well-being of our clients. We will ask you to share your status as part of the application process. You will be provided with the relevant information during the recruitment process if you are currently not up to date with your vaccinations or are medically exempt.