Client Services Consultant - Sydney, Australia - Perpetual Limited

Perpetual Limited

Verified Company

Sydney, Australia

2 weeks ago

Posted by:

Olivia Brown

beBee Recruiter

Description

Provide a professional level of service, achieving Call Centre Key Performance Indicators at a team and an individual level.- Fixed term contract until December 2024

Sounds interesting? Here are some specifics about the opportunity:

Maintain an up‐to‐date working knowledge of all products, performance, procedures and business rules
Provide clients/advisers with accurate and timely account information within service levels
Educate clients/advisers about up‐to‐date products and services.
Ensure notes from calls are placed on relevant systems
Produce and send statements and reports to clients/advisers when requested
Report and escalate identified risks and issues to team leaders as appropriate
Ensure all Activity and Break Codes are entered correctly.
Adhere to key controls
Maintain an awareness of policies and procedures
Provide assistance to other areas where necessary
Ensure no advice is given to clients

To be considered for this opportunity, your qualifications, skills and experience could include:

Customer service experience
Retail / Call Centre-
Fundamental understanding of investments e.g. shares, managed funds & ETF's
RG146 (desirable)
Finance Degree (desirable)

Our opportunity

We'd love to learn more about how your interests and experience could be a fit.

Here at Perpetual, we are committed to supporting a flexible working environment enabling you to work how and where you work best.

Our benefits

Access to our Wellbeing Benefits and Perpetual Discounts providing discounts and special offers on entertainment, clothing, homeware, gift cards, technology, travel, dining and more

Why join us?

You'll be joining a growing client-focused and collaborative global team with a values and purpose-driven culture.

Each and every day our people bring to life our enterprise behaviours - Stretch, Own It, and Make an Impact.

We value Diversity and Inclusion and know that the unique backgrounds, experiences, and perspectives of our people contribute immensely to the delivery of our purpose and strategy.

We're living this commitment as a WGEA Employer of Choice for Gender Equality and have a growing number of employee-led networks to raise awareness and promote Diversity and Inclusion at Perpetual.

We are extremely proud to work directly with over 23 Aboriginal language groups in various communities across Australia and we pay our respects to all Aboriginal and Torres Strait Islander People:
and to their Elders past and present. Aboriginal and Torres Strait Islander People are strongly encouraged to apply.