The Company
Since ****, this firm has built a strong reputation buying and selling investment options for a loyal client base.
They're now looking for a polished, detail oriented professional to join their Client Services team, someone who takes pride in delivering an exceptional client experience and wants to build genuine expertise in a specialised industry.
The Opportunity
Comprehensive, structured training, no prior finance experience required
Consistent business hours, 8.30am to 5pm Monday to Friday
A secure, long standing firm in a prime CBD location
Genuine scope to develop specialist knowledge and progress your career
The Role
Conducting account opening procedures and thorough client due diligence to protect a trusted client base
Managing client sales and purchases from end to end with precision and professionalism
Overseeing account opening and closing to a consistently high standard
Operating within established procedures and regulatory requirements, upholding integrity in every transaction




Managing client and stakeholder communications via inbound and outbound calls
Supporting high value transactions with care and attention to detail
Maintaining a strong compliance focus in line with ethical business practice
Contributing to broader projects for the Operations Manager as your capability grows
About You
Up to two years' experience in a face to face client service environment, banking, retail, hospitality or branch based, with a dedicated record of delivering high quality outcomes
A polished, professional manner and strong personal presentation
A collaborative approach and genuine investment in team success
A keen interest in finance and a desire to develop technical, industry specific expertise
Excellent organisational, interpersonal and written communication skills
A proactive, solutions focused mindset and the maturity to handle responsibility
#J-*****-Ljbffr

📌 Retail Client Services | Sydney Cbd | Financial Services (New South Wales)
🏢 SB Recruitment
📍 New South Wales