Investor Services Officer

Job title : Investor Services Officer
Location : Melbourne CBD
Job type : Permanent
Salary : AU$70000 - AU$80000 per annum
Reference : 17000

Your new company:

This company specializes in tax effective investment solutions and assists their customers with planning their future to thrive. This company provides career progression opportunities like no other, in fact this position for an Investor Services Officer is only available now due to internal promotions.

Your new role:

Joining the services team in a new full time permanent role assisting current and potential clients with their portfolios.

The Good Bits:

  • Central office location
  • Generous remuneration package
  • The opportunity to exponentially grow and develop your career
  • The chance to work with highly experienced advisors
  • Excellent working environment and team-based culture

Key Responsibilities Include:

  • Processing new business applications for a range of the investment bond products
  • Responding to inbound telephone enquiries from investors, advisers and key stakeholders within the business such as Business Development Managers within a rostered call center environment
  • Conducting outbound calls for marketing campaigns and potential lead generation, or outbound customer satisfaction calls or other outbound calls for strategic business initiatives
  • Responding to general customer enquiries
  • Validating legislative requirements have been met to transact with the client such as AML/CTF and FACTA/CRS requirements

What you will need to succeed:

  • Minimum of 5 years' experience in Financial Services (experience in Wealth Management or banking highly desirable) in a front office providing client services and administration services
  • Effective communication skills (both verbal and written)
  • A passion for learning, training and working in a team
  • Ability to use initiative and maintain high levels of confidentiality
  • Excellent organizational and time management skills

Don't miss out on this exciting opportunity! For a confidential discussion please contact Sean Ghadri at Fuse Recruitment on 0432 251 228 or Or apply to the role directly! We look forward to hearing from you.

At Fuse, we specialise in recruitment for the Wealth Management industry and actively source for a broad range of established clients. If you are a Financial Planning, Mortgage Broking professional looking for your next opportunity, I'd love to hear from you!