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Company

ChallengerSee more

addressAddressSydney, NSW
type Form of workFull-time
CategoryEducation

Job description

Challenger Limited is an ASX-listed investment management firm managing $99 billion in assets (as at 30 June 2022). Life with us is fast moving and always exciting. Together we’re driving to deliver our vision to provide our customers with financial security for a better retirement.

We achieve this goal by providing a work environment where people from diverse backgrounds, with a range of skills and experiences can contribute and succeed.

** WE HAVE MULTIPLE CONTRACT POSITIONS AVAILABLE - 12 and 6 MONTH **

Role Purpose:
Your primary responsibility in this role as part of the Contact Centre is to meet the needs of every customer by educating and assisting them on the wide range of Challengers products.

In this role you will respond to all incoming customer interactions whether in person, via telephone or through email. You will also assist our customers with their enquiries on a broad range of topics - from statements to products and online assistance.

The Client Services team also plays a vital role in referring growth opportunities internally and looking for ways to improve how we serve customers. Our customer range is broad, and you must have a passion for helping others, whether they are advisers, end investors or our partners

Role Responsibilities:
Answering incoming calls and emails in an accurate and educational manner from potential / current investors and advisers.
Make outgoing calls to investors and advisers as and when required
Handle all calls in line with Call Handling, No Advice and Privacy guidelines
Research required information using available resources
Maintain accuracy and integrity of client data
Contribute to the ongoing management of team knowledge
Identify and escalate priority issues
Direct enquiries to the most appropriate resource as appropriate
Provide support and work with other teams as necessary
Attendance at and constructive participation in meetings and training

Role Requirements:
You will ideally have studied in a finance related discipline
12 months customer service experience (not limited to financial services)
Confident and professional verbal and written communication skills
Demonstrated success working in a team
Awareness of customer service principles and practices
An understanding of retirement and Managed Investment products in the Australian market would be highly regarded

We value inclusion and diversity of thought, promote flexible working practices so our people can integrate their work and personal lives, and are proud to be a Workplace Gender Equality Agency (WGEA) Employer of Choice for Gender Equality.

We believe in bringing your authentic self and a belonging in our culture. We are prideful in participating in the Australian Workplace Equality Index (AWEI) as a national benchmark on LGBTQ+ workplace inclusion and best practice in Australia. We offer the opportunity for a broad career experience and value people who are inquisitive and rigorous and are driven to make a difference.

Job type:
Max Term (Fixed Term)

Posting Close Date :
28/04/2023

Request

Customer service, Investment
Refer code: 725703. Challenger - The previous day - 2023-04-01 11:16

Challenger

Sydney, NSW
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