Address- Company experiencing enormous growth!
- CBD located office
- 1-2 days from home every 2 weeks
- Mixed role, utilise your Equity knowledge, Sales skills and Client Service skills
This company specializes in providing tailored investment solutions and strategies to help clients achieve their financial goals and secure their futures.
They offer diverse opportunities for career growth in an innovative and collaborative environment. With a client-centric approach, they prioritize delivering exceptional service while fostering an inclusive culture and maintaining stability and growth as a company.
The successful candidate will have worked at a Broker, Financial Planner or Fund Manager for 1 - 2 years.
What will my day to day look like?
You will be responsible for a few family offices as well as stockbrokers and institutional advisers.
You will be responsible for:
- Build and maintain strong relationships with stockbrokers, advisers and family offices
- Driving the operational performance of the business
- Resolving client inbound queries and be the main point of contact for them
- Prioritising adviser requests in a fast-paced environment.
- Informing client/s of any issues
- Recommending a solution and timeframe to clients
- Dealing with escalations
- Reviewing open tasks to ensure proper follow-up
- Contribute to process improvement initiative
- Connect with customers and build strong rapport via phone and
email. - Understanding and identifying customers’ issues.
- Using strong problem-solving skills to deliver solutions
- Educating clients and peers in the mechanics of products
- Establishing and maintain relationships with other internal stakeholders and departments
- identify opportunities for cross selling and up selling
- 1 - 2 years' experience working at a Broker, Financial Planner or Fund Manager within a Customer Service or Client Services role
- Experience using Praemium, IRESS, WRAP or other investment platforms (highly regarded)
- Ability to work in a fast paced, dynamic, high pressured environment
- Great problem-solving abilities
- Strong team-player
- Time Management and organisation skills
- Tertiary related qualifications (desirable)
- Australian Citizenship or Permanent Residency
- A collaborative and positive workplace culture
- Rigorous training and development with opportunities
If you have the skills and experience as detailed above, and this sounds like the role for you, please upload your resume NOW! Any questions please contact Holly Charters at Succession Recruitment on 81231145.
- CBD location
- Experiencing enormous growth!
- Utilise your Equity Operations knowledge
