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Form of work What makes this role/company so great?
Join an award winning Margin Lending Firm
Learn from a sharp minded and successful team - including advisors and senior stakeholders
WFH hybrid options available once fully trained
Join a supportive team with a family-feel
CBD office location
What will my day to day look like?
You will be responsible for responding to customer and partner needs through the various service channels. This includes all queries relating to customer accounts, processing day to day transactions, managing ad-hoc operations and administrative tasks as well as managing margining events.
You will also:
Ensure that you're available to respond to customers and partners when needed while balancing outbound business campaigns including the prepaid campaign.
Aid retention through efficient and accurate service delivery
Drive customer advocacy and satisfaction by meeting and exceeding customer expectations
Educate both clients on the product range.
Engage with other parts of the business as appropriate
Identify and act on opportunities with partners for solutions, services and product offered across the bank.
Listen to and explore effectively to understand what the customer needs and values.
Sounds great! What skills and experience do I need?
Ideally you have 1- 3 years of experience working in a similar customer service role within the Financial Markets industry.
You also have:
A good understanding of margin lending products and services and an eagerness to build a career in this area
Excellent communication skills - both written and verbal
A motivated and hardworking attitude
An eagerness to learn new systems and work autonomously when required
A great attitude to teamwork and ability to work well in a team
Brilliant! How do I apply?
If this role sounds like the one for you - don't hesitate - hit 'Apply Now!' or call Holly for a confidential chat on 8123 1145
