Advice Operations Consultant

Summary about this job

Detail information about job Advice Operations Consultant. Terms and conditions vacancy

Company Overview

One of Australia's leading Wealth Management groups, providing a wide range of wealth management products to its clients via several well regarded brands. Employee benefits cover a range of health, wealth and lifestyle options to suit your professional and personal needs.

Role Overview

The purpose of this role is to provide support and professional quality service to the organisation's network of Advisers and Licensees regarding their administrative requirements. The focus of the role is providing inbound contact centre services to the Adviser network.

• Process adviser/licensee requests in an efficient manner
• Investigate and resolve adviser queries
• Liaise with internal staff and management to assist as required
• Produce reports as required by management

Skills & Experience

• Previous experience in customer service
• Ideally experience in Financial Services industry
• Professional telephone and written communication skills
• Attentional to detail and ability to multitask effectively
• DFP or currently completing

What’s on Offer

This role offers the opportunity to apply your customer service skills to a leading financial planning practice, with a generous salary and professional exposure to the financial services industry.

Click on the APPLY button or contact Steve Kelly on 03 9602 9860