Client / Adviser Services Consultant recruitment
- Fund Management industry
- Melbourne CBD location
- Great team environment
The IOOF Group has been helping Australians secure their future since 1846. During that time, we have grown substantially to become a leading provider of quality financial services. IOOF operates four divisions including Financial advice and distribution, Platform Management and Administration, Investment Management, and Trustee. Within each division we promote a variety of brands including Bridges Financial Services, Consultum, Wealth Managers, Ord Minnett, Spectrum Super, Pursuit, Perennial Investment Partners Limited, IOOF MultiMix, United and Australian Executor Trustees (AET).
The Customer Management team is seeking a Client / Adviser Services Consultant to provide exceptional customer service to advisers and clients. Your professionalism will enable you to provide end to end case management of all advised and client issues resulting from calls taken. This role provides an ideal opportunity towards becoming a people manager, Para planner, sales person or an adviser.
You will:
- Provide excellent levels of service to our clients and advisers by phone and email
- Liaise with other departments at IOOF
- Solve problems and follow through for your customer
The ideal candidate will have:
- Knowledge of superannuation and investment products
- Superior problem solving skills and the ability to ‘own’ an issue until it is resolved to the customer’s complete satisfaction
- RG146 compliance (ideally)
- Strong verbal and written communication skills
- Proficient in Microsoft Office Product Suite
- Minimum 1 to 2 years industry experience
- Good organisational and negotiating skills
- A professional approach to dealing with external customers and colleagues internally
To be the successful candidate for the Client / Adviser Services Consultant role you will be able to work well under pressure and have a proactive approach with a positive outlook.
Apply now for this great opportunity by clicking the ‘Apply Now’ button below – quoting the reference VIC0211.
Please no agency or International applications