Graduates - University/HSC! Client Service Roles - Wealth Management/Insurance

Location: Parramatta & Western Suburbs
Job Type: Temporary
Reference: 441999SGSOP
Salary: $25-28/hour plus superannuation
Contact: Steph Gates
Excellent 3-6 month contract opportunities for recent graduates who possess a strong track record in customer service to join an expanding wealth management division of award winning firm.  Based in Sydney Olympic Park.  Permanent opportunities could be available after the contract for successful candidates.

You will work across multiple teams and products and be rewarded with excellent training and career development opportunities. 
 
Key Responsibilities:
  • Provide a world-class client experience
  • Respond promptly in providing information to enquiries
  • Learn and maintain knowledge of technical aspects of wealth products
  • Work collaboratively with operational administration teams
  • Participate in regular team workshops to provide feedback around process improvement and increasing the service offering to advisers and clients
  • Accurately record information for transactions in customer relationship management systems
  • Maintain the integrity of all relationships with advisers and clients to enhance the success of Service and Operations
Candidate background
  • Proven academic background, ideally Tertiary qualification (Business / Economics / Accounting / Finance) 
  • Strong client service experience (within hospitality/retail etc.)
  • Genuine passion to develop a career within wealth management
  • Financial Services knowledge/experience (desired but not essential)
  • Excellent communication and interpersonal skills
Please submit your resume ASAP via the link!