entry level wealth management.

Your new role

As a service consultant you will be responsible for daily administrative tasks in a customer service focused environment. You will be completing applications and managing your own portfolio of advisers. You will have a genuine passion for customer service and thrive within a fast paced environment.

Some of your responsibilities will include:

• Manage Adviser and Client relationships and be the first point of contact for incoming calls
• Plan and organise priorities to ensure all day to day operational activities are completed effectively and efficiently and proactively manage issues that potentially detract value.
• Liaise with stakeholders to build and maintain a client-focused attitude
• Work closely with the Operations team to ensure the delivery of accurate and timely outcomes.
• Ensure all relevant legislation is complied with taking corrective action if gaps or weaknesses are detected.
• Delivery of reports and feedback on service standards and adherence.

Your skills and experience

• Exceptional customer service skills - open to industry experience
• Excellent verbal and written communication skills
• Attention to detail and accuracy
• Ability to manage multiple tasks in a fast paced environment
• Proficiency in Microsoft Office suite

Your benefits / What you'll get in return

• No weekend work!
• Enjoy the flexibility of a hybrid work model
• Office in the heart of the CBD - close to public transport, shops + cafe/restaurants
• Learning and development opportunities

You will love working with them!

Your next step

Does this sound like something you are interested in? If the answer is 'Yes' then we would love to hear from you!

(To launch your career) Simply click 'Apply' now and attach an updated copy of your CV, or if you have any questions and wish to have a conversation contact me on sandra.lavorato@randstad.com.au or on 0474 197 726.

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.