Client Services Consultant
vor 2 Monaten
Client Services Consultant
Location: Sydney
Time Type: Full time
Posted On: 7 Days Ago
End Date to Apply: October 30, 2024 (21 days left to apply)
Job Requisition ID: R7350
12 Month Max Term Contract
An opportunity to learn and develop your career with on-the-job training
Work where we work best - Hybrid office/work-from-home environment
As Client Services Consultant, you will provide quality customer service to Perpetual's clients and advisers within the Perpetual Client Solutions call centre, offering accurate and timely account information, up-to-date product knowledge, and information surrounding applicable legislation.
About the role
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 of 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.
Ensure no advice is given to clients.
Maintain an awareness of policies and procedures.
Provide assistance to other areas where necessary.
About you
Previous call centre/customer service experience preferable although on-the-job training will be provided.
Strong customer service and relationship management skills.
In-depth understanding of the financial services industry, including unit trust, superannuation, and pension knowledge.
Effective communication skills (verbal and written).
Desirable RG146 compliant.
Proficiency in computer literacy and MS Office suite.
Superior organisational skills with the ability to multitask and prioritise conflicting deadlines.
Keen attention to detail.
Employee benefits
Work from anywhere in Australia for up to one month each year.
An annual allowance to empower you to prioritise your personal wellbeing.
Access to LinkedIn learning, study support and commitment to supporting professional development.
Diversity and inclusion
WGEA Employer of Choice for gender equality since 2018.
Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy.
A growing number of employee-led networks who work to raise awareness and drive continued change.
We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People.
We're committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.
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