Bendigo Bank
Relationship Associate
JuniorMid levelFull-timeHybridSydney NSW, AustraliaAdministrationFinanceCustomer service and supportPosted 2 days ago
About the job
As a Relationship Associate at Equity Trustees, you'll embark on an exciting journey in the financial services industry, providing exceptional support and ensuring smooth client experiences. Your contributions will play a vital role in the success of our listed and unlisted products, making a real impact on our clients. The team thrives in a warm, open, and supportive culture, where individual development is encouraged and celebrated.
You'll be responsible for
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Providing administrative support
Ensuring positive client experiences through effective administrative tasks.🔧
Resolving client and service provider issues
Addressing concerns and escalating when necessary to maintain smooth operations.🔄
Contributing to system and process enhancements
Striving for continuous improvement in processes to better serve clients and the team.What we're looking for
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Tertiary qualification in Business or Finance
Essential educational background for understanding financial services.View fit
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Basic knowledge of financial services
Foundational understanding of industry operations and client needs.View fit
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Knowledge of managed funds
Experience with listed and unlisted products is crucial.View fit
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