Client Service Consultant
About the job
As a Client Service Consultant in our Wealth division, you will connect with clients and Financial Advisors to resolve issues with empathy and efficiency. Your work will make a real impact, helping clients navigate their financial needs while being part of a supportive team that values diverse perspectives. Collaboration and innovation are at the heart of how we work together to achieve outstanding outcomes.
You'll be responsible for
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Communicating with Financial Advisors
Working alongside and communicating with Financial Advisors to assist with delivery of financial products and services.💬
Managing communication
Utilising advanced systems to manage communication via live chat and phone calls.⚠️
Identifying and escalating issues
Identifying and escalating issues to supervisors while looking for opportunities to enhance best practice guides.Key criteria
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1+ years in wealth management
Experience in wealth management or related fields is essential.View
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High typing accuracy
Proven ability to maintain accuracy while using live chat platforms.View
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Critical thinking skills
Demonstrated ability to resolve complex client issues effectively.View
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