investor services - private wealth management firm in Melbourne

posted
contact
hannah ebers, randstad
job type
temporary
salary
AU$ 29.00 - AU$ 30.00 per hour

job details

posted
location
melbourne, victoria
specialism
banking & financial services
job type
temporary
working hours
Full-Time
salary
AU$ 29.00 - AU$ 30.00 per hour
reference number
90M0364314_1601442462
contact
hannah ebers, randstad
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job description

Overview

Work for a prestigious private wealth management firm on a 3 month project with the opportunity to be extended. Day to day this role will see you handling client enquiries via phone and email, updating details and assisting with other operation teams as required. This role will suit a graduate or financial services professional with excellent administration and communication skills

Day to day responsibilities:

  • Respond to client emails and calls across cash management products
  • Action clients requests within SLA's
  • Update and maintain client files
  • Manage client data through Excel and Salesforce
  • Manage account closure process

Key Requirements

  • Excellent written and verbal communication skills
  • Previous experience working within a professional financial service environment or recent graduate
  • Ability to work independently and as part of a team
  • Intermediate to advance Excel skills
  • Available for an immediate start

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

client service and administration

qualification

n/a

educational requirements

Bachelor Degree