Client Services Consultant
vor 3 Wochen
Client Services Consultant
Apply
locations
Sydney
time type
Full time
posted on
Posted 3 Days Ago
job requisition id
R6831
9 Month Max Term Contract
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. Providing clients with accurate and timely account information, up-to-date product knowledge and information surrounding applicable legislation.About the roleAs a Client Services Consultant at Perpetual, you will: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 youPrevious call centre/customer service experience
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.
BehavioursOur unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact.Employee benefitsWork 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
Lend your expertise and support Indigenous organisations to achieve their own development goals with a six weeks’ secondment with Jawun
Diversity and inclusionWGEA 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 Indigenous communities through Native Title Trusts, helping to secure the communities future. We encourage applications from Aboriginal and Torres Strait Islander People.
We are committed to creating an inclusive workplace where diversity is celebrated and welcome applications from people from all backgrounds and communities. Our goal is to provide a work environment that enables you to thrive, whatever your circumstances.Similar Jobs (1)
Client Solutions Analyst
locations
Sydney
time type
Full time
posted on
Posted 10 Days AgoAbout Us
Perpetual is an ASX-listed, diversified financial services company which has been serving clients since 1886.Across our four business divisions - Perpetual Asset Management Australia, Perpetual Asset Management International, Perpetual Private and Perpetual Corporate Trust - we aim to protect and grow our clients' wealth, knowing that by doing so we can make a difference in their lives.Trust is earned, every day.We have been earning the trust of our clients for more than 130 years and pride ourselves on our long-standing client relationships - some of which span five generations.Our People
Each and every day our people bring to life our enterprise behaviours – Stretch, Own It, and Make an Impact. The Perpetual team is diverse, expert and driven by the belief that we can make a difference in the lives of our clients. We value integrity, skill and teamwork and seek to find the best in each individual. Our reward is personal and professional development and the pride that comes from doing the best for our clients.Our History
In 1885, a committee of business and professional people, including future Prime Minister, the Honourable Sir Edmund Barton, gathered in Sydney for the purpose of forming a trustee company. Perpetual Trustee Company Limited was formed on 28 September 1886 and since then has been entrusted by generations of Australians to manage, grow and protect their wealth.Through wars, recessions and financial crises, we have continually evolved to meet the challenges of constant social, technological and economic change. Our core values and financial principles have endured through time and will continue to endure.
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