wealth management client services in Sydney

posted
contact
nayomi siriwardane, randstad
job type
permanent
salary
AU$ 60,000 - AU$ 70,000 per year

job details

posted
location
sydney, new south wales
specialism
banking & financial services
job type
permanent
working hours
Full-Time
salary
AU$ 60,000 - AU$ 70,000 per year
reference number
90M0397679_1568191537
contact
nayomi siriwardane, randstad
Apply with

job description

  • Fast track your banking career as an advisor within client services
  • Permanent full-time position with a global bank
  • Offices minutes from Town hall station, overlooking the harbour

Work within a relationship oriented global bank, managing a portfolio of clients, based in the heart of Sydney!

Your new company

Earn a role within the Client Services team of a global bank that values continuous improvement and initiative. Your new company is built on its relationship oriented drive, servicing a large client base and supporting rural communities. You will work within the Adviser team and your wider client services team consists of online banking and country banking streams.

Your new role

  • You will share a portfolio of clients with your counterpart to service clients in after care
  • Liaise with the relationship managers, account managers as well as financial planners on behalf of your clients
  • Handle term deposits, bank transfers, account maintenance etc.
  • Grow through a through training and learning development program with a huge focus around up-skilling and cross skilling

Your skillset and experience

  • 3 years minimum in a banking clients services position
  • Sharp, fast communication and resilience / thick skinned
  • Reliability as your counterpart will be relying on you
  • Reporting experience – use of CRM’s, excel, outlook

Your benefits

Shape your career within a global bank and enjoy growth opportunities and progression. Your new team is a collaborative, high functioning team that values performance based on integrity and quality. Enjoy offices with views over the harbour, just minutes from Townhall Station and Pitt Street Mall.

Your next step

To launce your career, click ‘apply now’ or contact Nayomi, Consultant at nayomi.siriwardane@randstad.com.au.

skills

client services, adviser, term deposits, bank transfers

qualification

no qualifications required

educational requirements

Secondary School/High School