For Recruiters

Client Services Officer

Hays
Sydney, Australia
Posted 19 days ago Permanent Competitive
See job description for details
Customer Service role for a Award winning company, CBD location, WFH flexibility, $70k to $75k + Super. Your new company
A fantastic organisation that was experienced a huge growth amount of growth over the last 15 years. They have projected past the 'start up' phase and are now an award-winning, established business that holds a strong track-record for delivering marketing-leading solutions within wealth management. Their innovative products empower financial advisors to deliver unparalleled financial futures for their clients. You will contribute by providing customer excellence through the expertise and education provided to you, by a supportive and hard-working organisation.

Your new role
The primary responsibility for this role will be the first point of contact for advisors through phone or online/live-chat channels. The key focus here will be to provide exceptional customer service and excellence in the customer experience. Other responsibilities will include:
  • Client account maintenances and updating of accounts
  • Draft and produce client communications as required by advisors and managers
  • Inbound and outbound calls; managing live chat enquires from advisors and clients; managing email enquiries from advisors and clients
  • All associated compliance, legislation and administration
What you'll need to succeed
  • Ideally you will come from a background of managed funds, superannuation, wealth or financial services
  • Previous experience working in contact centre environments that service high call and chat volumes is essential
  • Desired would be a working knowledge of insurance products both inside and outside of superannuation
  • The ability and drive to become an expert in wealth management, by being a self-starter, hard-worked and a passion for acquiring knowledge
  • PR and Citizens only who can commit to a perm fulltime role in the Sydney CBD with hours rotating between 08:00-19:00
What you'll get in return
  • Perm fulltime role in Sydney CBD offering $75k + super + bonuses for those with a wealth management background
  • Join a fast-paced business that creates genuine career pathways for their best and brightest
  • 2 days in the office only after training
  • Comprehensive training and acquisition of knowledge, will put you through your RG146 if you have not so already and really empower you with whatever you need to become a wealth expert
  • Additional leave, unlimited access to LinkedIn Learning, staff benefits and discount schemes for huge amount of organisations
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
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 #2701778
Job ID  2701778
ABOUT COMPANY
Sydney, Australia
12100 Employees HR & Recruitment

About us

At Hays, we invest in lifelong partnerships that empower people and businesses to succeed. You are at the heart of everything we do. With over 50 years’ experience and a workforce of more than 10,000 people across 32 countries, we collectively put our customers, at the heart of everything we do.

Drawing on knowledge that’s unique to our scale, our commitment to understanding your needs and our ability to meaningfully innovate we are more than just a specialist recruitment business. By providing advice, insights and expertise on issues you face in today’s fast paced world of work, we’ll help you make the right decisions for tomorrow.

Looking for the right role for you? 

At Hays we know that finding the right role at the right time takes careful consideration. As your lifelong career partners, we’re by your side, every step of the way.

Whether you’re seeking a new opportunity or support in navigating a career change, we bring the expertise and the connections to partner with you to help you realise your ambition.

Providing an unmatched breadth of jobs across industries and professions whilst leveraging our knowledge, employer relationships, learning opportunities and support, we can offer you roles that challenge and excite you.

Take the next step at hays.com.au

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