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Client Services Consultant

Perpetual Sydney, Australia
Posted 15 days ago Permanent Competitive
Client Services Consultant
  • 9 Month Max Term Contract
  • Work where we work best - Hybrid office/work-from-home environment

As Client Services Consultant you will provide quality customer service to Perpetual's clients and advisers within the Perpetual Client Solutions call centre. Providing clients with accurate and timely account information, up-to-date product knowledge and information surrounding applicable legislation.

About the role

As a Client Services Consultant at Perpetual, you will:

  • Maintain an up-to-date working knowledge of all products, performance, procedures and business rules
  • Provide clients/advisers with accurate and timely account information within service levels
  • Educate clients/advisers about up-to-date products and services
  • Ensure notes of calls are placed on relevant systems
  • Produce and send statements and reports to clients/advisers when requested
  • Report and escalate identified risks and issues to team leaders as appropriate
  • Ensure all Activity and Break Codes are entered correctly
  • Adhere to key controls
  • Ensure no advice is given to clients
  • Maintain an awareness of policies and procedures
  • Provide assistance to other areas where necessary.

About you

  • Previous call centre/customer service experience
  • Strong customer service and relationship management skills
  • In-depth understanding of the financial services industry, including unit trust, superannuation, and pension knowledge
  • Effective communication skills (verbal and written)
  • Desirable RG146 compliant
  • Proficiency in computer literacy and MS office suite
  • Superior organisational skills with the ability to multitask and prioritise conflicting deadlines
  • Keen attention to detail.

Behaviours

Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact.

Employee benefits
  • Work from anywhere in Australia for up to one month each year
  • An annual allowance to empower you to prioritise your personal wellbeing
  • Access to LinkedIn learning, study support and commitment to supporting professional development
  • Lend your expertise and support Indigenous organisations to achieve their own development goals with a six weeks' secondment with Jawun

Diversity and inclusion
  • WGEA Employer of Choice for gender equality since 2018
  • Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
  • A growing number of employee-led networks who work to raise awareness and drive continued change
  • We support over 50 Indigenous communities through Native Title Trusts, helping to secure the communities future. We encourage applications from Aboriginal and Torres Strait Islander People.

We are committed to creating an inclusive workplace where diversity is celebrated and welcome applications from people from all backgrounds and communities. Our goal is to provide a work environment that enables you to thrive, whatever your circumstances.
Job ID  R6831
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