Your new role

Reporting to the Client Services Team Manager, you will be joining a team in their lovely office on the fringe of the CBD. You will be responsible for maintaining excellent customer service standards to ensure high customer satisfaction. Effectively managing large amounts of incoming calls and emails from customers and liaising with fund managers, accountant and third parties. Opening bank, investments, stockbroking accounts, Organising advisor appointments, accurately lodging client document forms.

What you'll need to succeed

To be considered for the role, we are looking for a bubbly, enthusiastic customer service specialist with:

• Experience in a CSM role.
• Strong understanding of industry culture.
• Experience with XPLAN preferred
• Proven administration experience in the financial services industry
• Excellent knowledge of the Microsoft Office suite
• Ability to work in a fast-paced environment managing multiple priorities
• Attention to detail and the ability to work accurately under pressure
• Excellent communication and interpersonal skills
• Always demonstrate initiative and self-motivation
• A proactive and analytical approach to problem solving
• Demonstrate commitment to quality and teamwork
• Ability to work unsupervised

To be successful in this position, you should be willing to obtain a National police Clearance

What you'll get in return

In return, you will receive a permanent position, with full time hours between Monday to Friday. This position allows you to join in their trial for a 4 day work week - full time and allows you the opportunity to continue to grow your career in a supportive environment. Working in a beautiful open plan office on Southern CBD Fringe.

What you need to do now

Submit your application using the Apply Now button. Within 24 hours of your application submission, you will receive an online form via SMS/Email which you should complete at your earliest convenience. Please note, this online form should take no longer than 5 minutes to complete and is required for your application to be considered. Should you meet the requirements for one of these roles a Hays consultant will endeavour to contact you with relevant roles as they are released.

At Hays, we value diversity and are passionate about placing people in a role where they can flourish and succeed. We actively encourage people from diverse backgrounds to apply.

If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

LHS 297508 #2577809

Job ID: 2577809 bBealsHg2uPBtVNZ

Posted Date: 18 Feb 22