• Melbourne CBD office;

• Hybrid working model – 3 in, 2 WFH;

• Monday to Friday 9:00am to 5:30pm;

• 60% calls / 40% admin; and

• Annual bonus on offer!

Through this exciting time of growth, we are looking for an experienced Customer Service professional to join this team within wealth management.
 
Your main responsibilities will include:

• Delivering high-quality service to customers, advisers and internal stakeholders, in relation to investment products;

• Resolving customer queries, complaints and issues, escalating where required;

• Processing customer requests, transactions and administration accurately and efficiently; and

• Maintaining accurate records and ensuring compliance with regulatory and internal requirements.

Within this small service team of 6, you will not be treated like a number!

You will have the opportunity to receive training, become an SME and have variety in your day.
 
To be considered, we are looking for:

• Previous experience within investments, superannuation, bonds or similar;

• Phone based customer service experience, liaising with both customers and Advisors;

• Professional communication skills both written and verbal; and

• Proven ability to take responsibility for your work.

How to Apply:
 
Please submit your resume in Word format via the APPLY buttons.
 
Job number - 46408
 
At u&u Recruitment Partners, we value diversity, equity and inclusion. We welcome applications from Aboriginal and Torres Strait Islander people, people with diverse cultural and linguistic backgrounds and people with disability.
 
Should you require reasonable adjustments or have a preferred method of communication throughout the recruitment process, we encourage you to make a request via adjustments@uandu.com or phone the above-mentioned u&u consultant to discuss. In response to these requests, we will collaborate closely with you to implement the appropriate adjustments.
 
Additionally, for a barrier-free and inclusive online experience, you can access u&u’s opportunities using accessibility software Recite Me at https://www.uandu.com/jobs.