Client Service Consultant
About the job
Join a dynamic team as a Client Service Consultant in the Wealth division, where you will connect with clients and Financial Advisors to resolve issues with empathy and efficiency. Your contributions will make a real impact in delivering financial products and services, while being part of a supportive environment that values diverse perspectives. Together, the team thrives on collaboration and innovation, ensuring everyone has a voice in shaping the future.
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 client communication
Utilising advanced systems to manage communication via live chat and phone call.⚠️
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 high accuracy in live chat communications.View
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Critical thinking skills
Demonstrated ability to resolve complex client issues effectively.View
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