AddressWe are currently seeking a Service Delivery Officers to join our team on a 8 month mat-leave cover, with the potential for extension depending on the person and project outcomes. Ideally we are seeking someone based in Melbourne, however may have flexibility for the ideal candidate.
The Service Delivery Officers will be responsible for the day-to-day running of our platform’s operational services during the hyper-care period. This is a highly facilitative role, maintaining platform operation administration, feedback & complaint resolution and case management channels.
What will your typical week look like?
- Managing relationships with advisers, support staff, external stakeholders and clients, and providing accurate & timely communication and administrative support
- Managing case escalations and any complaints received from internal and external stakeholders, offering timely and proactive solutions, demonstrating a high level of customer service
- Verifying new account applications using AML/KYC processes + managing platform user access codes
- Supporting implementation services
More about the perks
- A comprehensive induction program including a dedicated buddy to get you off to the right start
- Ongoing training and support to grow your career
- Dynamic work environment – supporting employees to work from home
- EAP access supporting a healthy work-life balance
Let’s talk about you!
We are seeking someone with the following skills, experience & attributes…
- Proven experience within Financial Services in a similar role
- Knowledge of and experience with investment platforms is favourable
- Experience with industry standard Financial Planning software
- Proficient MS Office skills (Outlook, Word, Excel)
Why Centric?
Centric is a comprehensive online wealth management platform providing advisers and investors the ability to manage their wealth easily and efficiently. Offering access to competitive investment products including Centric Super, Centric is a dynamic way to design and manage portfolios for investors at all life stages, also enabling reporting and access for aligned professionals such as accountants.
Designed for advisers through extensive consultation with advisers, the Centric team is passionate about delivering a quality platform and experience, enabling advisers and their clients to thrive. We are passionate about what we do and how we do it. Are you a bold thinker? Do you like to make meaningful change? Are you motivated by working in a business that puts clients first? Do you want to be part of a team that moves together, operates in a high trust environment and celebrates success? Do you take pride in delivering quality work, being accountable and maintaining high standards?
If this sounds like you, we look forward to meeting you. Apply now!
PLEASE NOTE:
Only candidates with valid working rights within Australia (in which this position is based) will be considered.
Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.
Note for Recruitment Agencies:
This role is being managed by Findex Talent Acquisition and we will not accept unsolicited resumes/applications from Recruitment Agencies.
