- Defined
career path - Entry
level - Financial
Planning
Apsley has an
excellent opportunity ava
ilable for a highly motivated, enthusiastic individual
to join a well respected specialised services firm with a great team culture,
and work/life balance.
The successful
candidate will be required to work in a fast paced, target driven environment.
In return you will be offered the prospect to progress and challenge yourself,
while driving efficiency and innovation.
Key
responsibilities:
- Willingness
to provide exceptional client service at all times is essential. - Respond
promptly to adviser or client enquiries. - Providing
information to assist in forecasting and analysis of the business. - Liaising
with internal stakeholders as to the portfolio held by current clients. - Learn
and maintain an understanding of technical aspects of core and specialised
retail products. - Identify
leads, value-adds and solutions for clients and advisers. - Recognising
missing, fraudulent or incorrect information in account requests. - Participate
in regular team workshops to provide feedback regarding process
improvements and to improve the client experience. - Identifying
gaps in current processes and developing sales opportunities when they
arise. - Accurately
record transactions in customer relationship management systems. - Effective
management of Internal and External Stakeholders. - Successfully
maintain relationships with advisers and clients.
The
successful candidate will have the following:
- Tertiary
Qualified. - RG146
partially/compliant is advantageous. - Previous
experience in a client services / client focused position. - History
of consistently providing exceptional client services at all times. - Strong
work ethic and a willingness to learn and progress financial industry
knowledge. - Target
driven and team orientated. - Strong
attention to detail. - Flexible
and adaptive nature. - Strong
verbal and written communication skills and be highly articulate. - Proficient
with Microsoft Office. - Strong
interpersonal skills with a proven ability to build and maintain
relationships. - The
ability to multi task and manage conflicting priorities.
To apply online,
please click on the appropriate link below to send us a MS Word (.doc/.docx)
version of your CV, do not send PDFs. Please note that only successful
candidates will be contacted about this particular position. To discuss your
application after submitting your details please contact Marie Higgins
at Apsley Recruitment – mh@apsleyrecruitment.com.au.