As part of our high performing and investor centric approach, we are seeking a adviser and investor services officer to provide superior level adviser services to process administrative tasks within Service Level Agreements (SLAs) and Key Performance Indicators (KPIs). Roles and Responsibilities The Adviser/Investor Services Officer has the responsibility and accountability to provide client services and to perform administrative tasks on a daily basis:
New business applications
Additional investments
Investment switches
Withdrawal requests
Investment bond changes
Maturities
Client changes and identification
Product feature changes
Email and website enquiries
Communications from our investors and advisers (including both inbound and outbound telephony)
Other ad hoc customer service tasks when required Experience and Qualifications
1-3 years’ experience in Financial Services in client service or administration
Bachelor’s degree in Business/Finance or related discipline
Strong excel skills
Strong customer service focus
Robust attention to detail, quality standards and adherence to compliance and legislative requirements
Strong communication skills, both written and verbal
Team player, team performance results oriented
Positive, can-do attitude
Effective time management skills
📌 Advisor & Investor Services Officer (Melbourne)
🏢 Generation Development Group
📍 Melbourne
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