Customer Service Consultant - Sydney, Australia - IOOF Holdings

IOOF Holdings

Verified Company

Sydney, Australia

1 week ago

Posted by:

Olivia Brown

beBee Recruiter

Description

Date:16-Jan-2023
Location:Sydney, NSW, AU, 2000
Employment Type:Permanent Full Time
The Role

As a Customer Service Consultant at Insignia Financial you'll be dealing with financial advisors and assisting them with getting the required forms and educating them to our online portal, so they can selfserve and save time down the track. It's a mix of a contact centre role, educator and problem solver you'll make sure that the advisors work gets to the correct area of the business and to the right department. There's an element of case managing to this role, you'll always be keeping advisors in the loop around where their requests are at, and if they have concerns or issues, you'll explore these further and work with them to find out the best possible solution.
This role is a great entry level role into the business as you'll connect to many different areas, from product and tech, right through to leadership and communications. There's lots of growth in this role, we want to invest in you, and this is the role where you'll be able to develop and build your skills. Full training provided (which goes for about 36 months), oh and it's a mix of working from both home and the office.
You have a passion and desire to get into the finance industry, you're open minded and ready to learn. You have strong customer service skills and enjoy working in a team but can also work alone as you gain your confidence.
Benefits
In return, we offer development opportunities at an ASX top 200 company
A professional, supportive, and friendly culture
A range of corporate and lifestyle benefits

The Business

Insignia Financial is one of Australia's leading wealth management organisations, undertaking a rapid and exciting transformation. The Insignia Financial group has been helping Australians secure their future since 1846. During that time, we have grown substantially to become a leading provider of quality financial services.

We now manage and administer more than $200 billion of client monies and are listed on the Australian Securities Exchange in the ASX top 200 (ASX:
IFL).
To Apply

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment._
Insignia Financial is conscious of our WHS obligations and is committed to providing a safe workplace for everyone. As such, we require all new employees to be able to comply with our National COVID19 Vaccination Policy. We will gladly and openly discuss this with you during the recruitment process if you wish._
Please be aware that Insignia Financial is currently undergoing an Organisational Design process, which may impact future organisational structure._