Entry Level Role | Client Services | Immediate Start

Job Title: Entry Level Role | Client Services | Immediate Start
Contract Type: Permanent
Location: Sydney
Reference: NKSY725968
Job Published: June 06, 2018 09:17

Job Description

Rubicor Professional has an excellent opportunity available for a highly motivated, enthusiastic individual to join a well respected specialised services firm with a great team culture, and work/life balance.

The successful candidate will be required to work in a fast paced, target driven environment. In return you will be offered the prospect to progress and challenge yourself, while driving efficiency and innovation.

Key responsibilities:
  • Willingness to provide exceptional client service at all times is essential.
  • Respond promptly to adviser or client enquiries.
  • Providing information to assist in forecasting and analysis of the business.
  • Liaising with internal stakeholders as to the portfolio held by current clients.
  • Learn and maintain an understanding of technical aspects of core and specialised retail products.
  • Identify leads, value-adds and solutions for clients and advisers.
  • Recognising missing, fraudulent or incorrect information in account requests.
  • Participate in regular team workshops to provide feedback regarding process improvements and to improve the client experience.
  • Identifying gaps in current processes and developing sales opportunities when they arise.
  • Accurately record transactions in customer relationship management systems.
  • Effective management of Internal and External Stakeholders.
  • Successfully maintain relationships with advisers and clients.
The successful candidate will have the following:
  • Tertiary Qualified.
  • RG146 partially/compliant is advantageous.
  • Previous experience in a client services / client focused position.
  • History of consistently providing exceptional client services at all times.
  • Strong work ethic and a willingness to learn and progress financial industry knowledge.
  • Target driven and team orientated.
  • Strong attention to detail.
  • Flexible and adaptive nature.
  • Strong verbal and written communication skills and be highly articulate.
  • Proficient with Microsoft Office.
  • Strong interpersonal skills with a proven ability to build and maintain relationships.
  • The ability to multi task and manage conflicting priorities.

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