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Entry Level - Customer Service - Financial Markets

Full Job Description
Our client is a multiple award-winning Stockbroking firm with offices across the globe, who have developed a reputation second to none within a niche area committed to servicing their customers to the highest possible standard. They have become a well-respected industry player and currently have a vacancy for a Client Services Associate!
Company Benefits:
  • Close to public transport and cheaper parking options.
  • Ladies in Business Initiative - regular seminars, leadership conferences, communication, and networking events.
  • In-house Culture Club featuring events such as Virtual Paint & Sip Night, Games Night, weekly social events and team building events.
  • Great training opportunities - Across a wide range of Financial Markets products
  • After 18 months, have the opportunity to progress into a variety of different roles such as Account Management, Relationship Management, Back-End roles or Team Leader Positions.
  • Team Leaders/Management who want to nurture your potential and support your career path

    What will my day to day look like? 
This is a contact centre-based role where you will take inbound calls and assist clients with queries relating to the in-house stockbroking platform. Within this role, you will build, maintain, and strengthen client relationships by assisting and educating each client in utilising the company products, services, and platforms.
You will:
  • Actively assist clients with their enquiries and troubleshooting issues
  • Proactively identify opportunities for cross-selling of company products and services to existing clients.
  • Provide excellent and timely client service to ensure a client satisfaction.
  • Ensure accurate client information is recorded in relevant internal systems such as CRM systems.
  • Processing applications, payments, and transfers for Investment related products 
  • Administrative support to other business units

What skills do I need? 
You are an experienced Customer Service Representative and are passionate about learning. You have an interest in Finance with excellent communication skills, problem-solving skills, and attention to detail. 

  • Finance or Commerce related degree (preferred but not essential)
  • Excellent written and verbal communication skills
  • Great processing skills and understanding of technology and systems
  • Permanent Residency or Citizenship.
How do I apply? 

If you are looking to commence or continue your professional career in financial services, click apply and upload your resume now!
Closed 22 days ago
Closed 22 days ago
  • Job type:Entry Level Jobs
  • Disciplines:

    Banking and Finance

  • Work rights:

    Australian Citizen

  • Locations:


  • Closing Date:7th Nov 2021, 11:54 pm


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