The CompanySince ****, 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 qualified 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 OpportunityComprehensive, structured training, no prior finance experience requiredConsistent business hours, 8.30am to 5pm Monday to FridayA stable, long standing firm in a prime CBD locationGenuine scope to develop specialist knowledge and progress your careerThe RoleConducting account opening procedures and thorough client due diligence to protect a trusted client baseManaging client sales and purchases from end to end with precision and professionalismOverseeing account opening and closing to a consistently high standardOperating within established procedures and regulatory requirements,



upholding integrity in every transactionManaging client and stakeholder communications via inbound and outbound callsSupporting high value transactions with care and attention to detailMaintaining a strong compliance focus in line with ethical business practiceContributing to broader projects for the Operations Manager as your capability growsAbout YouUp 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 outcomesA polished, professional manner and strong personal presentationA collaborative approach and genuine investment in team successA keen interest in finance and a desire to develop technical, industry specific expertiseExcellent organisational, interpersonal and written communication skillsA 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