Client Service / Business Development Assistant | Wealth / Investments Focus
- Sydney CBD
$60000 - $70000 PerAnnum
Our Client is a highly respected and well-connected Financial Services firm specialising in Investment Research and Consulting
. Their clients include financial advisers, dealer groups and fund managers as well as an impressive portfolio of Australia's leading Financial Institutions. They have built an incredibly strong reputation
in the Industry for their high level of professionalism
and performance. The Opportunity:
Based in beautiful CBD offices, you would be working within a team of highly professional, yet down to earth and friendly individuals. Typical duties include:
The Successful Candidate
- Provide phone support for financial planning and investment clients who are using the online product research tools to analyse and construct investment portfolios
- Maintenance of user database and provision of management reporting on new users
- Conducting regular client courtesy calls. Some face to face client visits may also be required throughout the year
- Assisting clients with trials / demos and initial client set up
- Work closely alongside Business development Managers to support their sales efforts
- Identifying potential sales opportunities with clients for additional service offerings
To be considered for this opportunity, you MUST have:
We are interviewing immediately so do not delay!
- Previous Client Service experience gained from Financial Services. Ideally this will cover investments / funds management / financial planning / or wealth management, however other financial services experience will be considered.
- A basic knowledge of the investments and financial advice industry and terminology
- Tertiary qualifications [Bachelor degree or Diploma of Financial Planning (DFP)/RG 146] preferred but not essential
- Exceptional communication skills, both written and verbal
- Excellent attention to detail
APPLY now via the online link or call Rosie Keegan on 02 9216 6728 for a confidential discussion.