Client Services Executive - Financial Markets
Location Sydney CBDFULL_TIME
Consultant Arushi Bhatia
Date posted 27 November 2018 2018-11-272018-12-27 financial-services 1 Farrer place Sydney 2000 Robert Walters https://www.robertwalters.com.au https://www.robertwalters.com.au/content/dam/robert-walters/global/images/logos/web-logos/logo.gif
The Client Services Executive is responsible for providing excellent and high calibre client service to ensure a positive user experience.
- Provide proactive and timely support for the client, in both CFD's and Stockbroking
- Proactively identify and cross sell additional products and services to existing clients
- Take ownership for ensuring accurate client information is recorded in relevant internal systems
- Escalate all client issues in a timely manner to appropriate levels to ensure a consistent high level of client service is maintained
- Experience with Westware, IRESS, GBST, Palion is highly regarded
- 1-2 years sales and service experience required, ideally in a retail financial services environment
- Intermediate knowledge/experience of financial markets
- Excellent verbal and written communication skills
- Undergraduate degree in relevant discipline (Business, Finance, Economics)
A competitive salary package will be negotiated for the successful applicant.
To apply please click apply or call Arushi Bhatia on +61 2 8289 3190 for a confidential discussion.