Adviser Services Specialist

Melbourne, VIC
$75,000-85,000 per year
Permanent
Full-time

8 days ago

Work for one of Melbourne's most successful fund managers and in a business which values career progression.In this role you will be responsible for providing operational and client services support to investors and financial advisers. It offers an excellent route into the business and could develop into more technical positions in the future.The Role

Provide responses to queries / requests received via phone and email and arrange for escalated issues to be tracked to completion.
Provide proactive platform navigation to Adviser's and their support staff.
Ensure that all queries / requests are actioned to a set standard of service and quality.
Discuss product features and ensure that investors and advisers are kept abreast of any changes.
Process new business applications, additional investments, investment switches and withdrawals.

The CandidateSuccessful candidates will have:

A strong customer service focus.
Outstanding communication and interpersonal skills.
A positive, motivated and professional attitude.
The capacity to work individually as well as in a team.
The ability to take on responsibility and make independent decisions.

If you are interested in learning more about this position, please contact Julian Soames (julian@kaizenrecruitment.com.au / 0412 123 682) or apply via the link below.#SCR-julian-soames

Kaizen Recruitment

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