Bendigo Bank
Relationship Associate
JuniorMid levelFull-timeHybridMelbourne VIC, AustraliaAdministrationFinanceCustomer service and supportPosted 2 days ago
About the job
The Relationship Associate job at Equity Trustees is an exciting opportunity for those passionate about delivering exceptional client support in the financial services industry. This role is crucial in ensuring smooth client experiences and making a real impact on the success of various products. The team values a warm, open, and supportive culture, fostering individual development while working collaboratively to achieve common goals.
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 and escalating issues as necessary to maintain smooth operations.🔄
Contributing to system and process enhancements
Striving for continuous improvement in processes to better serve clients.What we're looking for
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Tertiary qualification in Business or Finance
Possession of relevant educational credentials for financial services.View fit
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Basic knowledge of financial services
Understanding of industry fundamentals to support client interactions.View fit
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Knowledge of managed funds
Familiarity with listed and unlisted products in the financial sector.View fit
View more
