client services | private wealth management in Melbourne

posted
contact
hannah ebers, randstad
job type
temporary
apply now

job details

posted
location
melbourne, victoria
specialism
banking & financial services
job type
temporary
working hours
Full-Time
reference number
90M0344958_1548313243
contact
hannah ebers, randstad
apply now
Apply with

job description

Overview

Work for a prestigious wealth management firm based in the heart of the CBD on a 6 month contract with the opportunity to be ongoing/ go permanent. This role will see you working as part of a close knit team responding to client requests in relation to their accounts.

Day to day responsibilities:

  • Respond to clients in relation to mailouts regarding their accounts
  • Handle client calls
  • Account accounts to stay open or be closed
  • Update client records if required
  • Assist with wider operation team administration and daily function

Key Requirements

  • Excellent written and verbal communication skills
  • Previous experience working within a phone based role
  • Ability to work independently and as part of a team
  • Highly organised with excellent attention to detail
  • Previous experience within financial services


To Apply

If this sounds like the opportunity you have been waiting for, please follow the links to apply online. Hannah Ebers.

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.

skills

administration, client services

qualification

n/a

educational requirements

Bachelor Degree