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    Graduate / Entry Level - Wealth Management Client Services - Melbourne, Australia - Anton Murray Consulting

    Anton Murray Consulting
    Anton Murray Consulting Melbourne, Australia

    6 days ago

    Default job background
    Full time
    Description

    Melbourne
    Wealth Management
    Contract or Temporary

    Our client is a global wealth management business looking to hire recent graduates to join their team on an initial 12-month contract.

    This role will be a projects based role working in the Risk Management department for a 12-month contract and is a fantastic opportunity to become part of the organisation.

    This role is entry level and will suit a recent graduate with minimal experience, however It requires very strong customer service and communication skills.

    Great opportunity for someone seeking to build some experience at a leading global financial service firm.

    Key Responsibilities:

    • Manage client questions & queries through dedicated hotline.
    • Responsible for ensuring client queries are answered within set timeframe.
    • Responsible for operational duties to help service client accounts.
    • Prepare summaries and information packs for various Management and Risk Committees.
    • Escalate appropriately to Risk Manager
    • Establish and maintain relationships with other internal stakeholders and departments.
    • Adhere to Company policies and procedures, regulatory and legislative requirements.

    Key Skills and Competencies:

    • Having call center experience would be advantageous
    • Experience within wealth management, financial planning, or banking highly desirable- but not required
    • Previous experience working in a Financial Institution preferable but not essential.
    • Recognised industry qualifications preferred but not essential

    Desired Qualities and Skills

    • Strong investigative, analytical, and problem-solving skills.
    • Strong attention to detail and is highly deadline oriented.
    • Strong project management and time management skills
    • Excellent communication skills both verbal and written.
    • Ability to prioritise and work in a fast-paced environment.

    This exceptional opportunity to join a leading wealth management house will be hired on an initial 12 month contract and pay an hourly rate comensurate with candidate experience around $30-35 per hour + super.

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