Retail Sales Assistant & Client Services

The Company…..
Great opportunity to join a company who has been expanding their customer base since 1980.  With a solid reputation for buying and selling investment options combined with a passion for providing exceptional customer service, this is a unique opportunity to join a friendly, welcoming team and learn the bespoke nature of the industry with on the job training provided.

The Job…..
In this role you will be responsible for:

• Playing a key role in account opening procedures, conducting thorough customer due diligence to maintain a trusted and secure client base.
• Expertly handling both sales and purchases with clients, ensuring a smooth and efficient transaction process.
• Managing account opening and closing, maintaining exceptional service and client satisfaction.
• Ensure strict adherence to established practices, procedures, and regulations while executing daily tasks, promoting a culture of integrity and professionalism.
• Perform daily duties with an unwavering commitment to precision and attention to detail.
• Effectively manage inbound and outbound calls, maintaining excellent communication with clients and stakeholders.
• Oversee high-value transitions through meticulous cash management practices.
• Demonstrate a strong focus on compliance to maintain ethical business practices and regulatory adherence.
• Complete additional projects and tasks assigned by the Operations Manager, continuously expanding your skills and experience.

You...
The ideal candidate will be a customer focused individual with:

• A strong background in customer service, ideally from the banking industry, with a proven track record of providing unparalleled support and satisfaction to clients. 
• A collaborative spirit, contributing positively to our team environment by supporting colleagues and fostering a culture of camaraderie and success. 
• An unwavering commitment to going above and beyond for customers and colleagues, consistently exceeding expectations and building lasting relationships.
• A passion for providing personalized solutions, tailoring every interaction to meet the unique needs and preferences of each client.
•  Exceptional organizational skills, complimented by outstanding interpersonal and communication abilities.
• A "can-do" attitude and a strong sense of initiative, always eager to take on new challenges and responsibilities.
• Please note this role requires the successful candidate to occasionally lift up to 15kg.

How to apply…..
If you are ready to grow your career in an established, respected and recession proof, stable firm, this could be the role you have been looking for!  To find out more you are welcome to call Jenny on 02 9002 5005 or email your application through to [email protected]