Graduate/Entry level role | Diverse Client Service role in Funds Management

Keegan Adams

Diverse & rewarding client focused role covering investments & technical queries; product training & client account management / development functions

  • Join an highly regarded business specialising in Investment Research
  • Must have previous client service experience
  • Attractive Salary and career development
The Client:

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:
    • 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
The Successful Candidate

To be considered for this opportunity, you MUST have:
  • Previous Client Service experience gained from Financial Services/hospitality or retail 
  • 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
We are interviewing immediately so do not delay! APPLY now via the online link or call Rosie Keegan  on 02 9216 6728 for a confidential discussion.