Wealth Management Consultants - Job Code: CIK2566B

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Wealth Management Client Service Consultants
Outstanding permanent customer service opportunities
Excellent training & exposure to career development
Supportive team and positive company culture
Our client is a highly regarded and recognised leader in Financial Services. Due to continued growth, they are currently recruiting experienced customer service professionals to join their adviser services centre.

As a valued member of a dynamic client services team, you will be responsible for providing superior support and assistance to both financial advisors and clients. You will provide support and assistance across a broad range of products including managed funds, equities, cash and superannuation products.

More specifically, your role will involve:

Taking inbound inquiry calls and providing accurate and timely information.
Troubleshooting and providing solutions to any queries or problems.
Building & maintaining professional relationships with advisers and clients.
Responding to email enquiries.
Relevant administration duties.
Initiating outbound follow up calls.

Successful candidates will possess tertiary studies ideally within a finance or business discipline, previous customer service experience and positive and can do attitude.

Candidates will also need to possess:

Superior communication skills.
Problem solving abilities
Enthusiasm & motivation to be part of a successful team.

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Portfolio Analyst - Job Code: CIK2565B

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As a Portfolio Analyst you will gain in depth exposure to the Funds Management industry and the experience required for solid career development

Roles and Responsibilities
Preparing portfolio valuations for equity, fixed interest, property and unlisted asset portfolios
Maintaining prices for various asset holdings
Processing corporate actions for various assets in the portfolio
Reconciling asset holdings to custodian records
Preparing fund unit prices and submitting information to clients and research houses
Client reporting
Client communication

The successful applicant will have:
Tertiary qualification in Finance / Accounting / Commerce are required. Masters of Funds Management Desirable.
A 'can do' attitude and willingness to be responsible for the end to end delivery of client requirements
A self motivated team player
Strong analytical ability
Able to demonstrate commitment and dependability
Strong communication and interpersonal skills

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Senior Reconciliations Associate - Job Code: CIK2564B

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Senior Reconciliations Associate - Asset Control

Employer of Choice
Genuine career progression
Do you want to join THE leading financial services firm in Australia? Do you have strong experience in an Asset Reconciliations role? If so, please read on....
You will play a pivotal role in the Asset Control area of a leading fund manager with the responsibility of supporting the Team Leader.

Your main duties will include:
Maintaining cash/asset reconciliations
Transactional processing
Investigation of any breaks or discrepancies
Process improvements
The successful candidate will have approximately 2 years Asset Reconciliations experience from a fund manager or custodian. It is important that you are degree qualified in a finance or accounting related discipline. You will also be flexible in your work environment and open to change. Strong communication skills are also essential.

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Corportate Receptionist - Job Code: CIK2563B

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This extremely productive and fast paced team require an energetic and enthusiastic Receptionist to support them across a variety of work that needs to be achieved for this key client account, You will have strong organisational, admin and client service skills.

This is a great opportunity to demonstrate your capabilities in both Facility Management and Administration. You will be looking for a challenge,  applying your broad range of administrative skills along with your ability to multi-task, support a team of professionals and consistently achieve. Additionally, you are looking to use these capabilities to build a career in an organisation that acknowledges and rewards those that work hard, strive to achieve and are true team players.

Your determination to build your career and achieve success in this role can offer a future career path within our organisation. 

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Corporate Receptionist wanted - Job Code: CIK2562B

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As a successful candidate you will ideally have come from the 5 star hotel industry background and have previous experience in a managerial role.

Daily duties of this position will include:

• Rotating shift hours between 7.15am and 6pm
• Booking and setting up meeting rooms
• Providing excellent customer service to clients
• Stationery orders and stocking of supplies
• Dealing with suppliers and couriers
• Managing reception staff and providing feedback to employees through performance reviews and catch ups
• Use of busy switchboard

To be successful in this role you MUST have previous front desk experience either in 5 star hospitality or in a Corporate firm. You must also:

• Have excellent telephone manner and articulation
• Have strong communication skills, be confident and have a professional presentation
• Strong organisational and time management skills
• Ability to work in a fast paced, high pressure environment
• Be proficient in Microsoft Office, excellent Outlook and Phone Systems a must!

Visit Todays Openings: http://customeriskinginc.com/todaysjobs.html

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Note:
Chennai & tamilnadu candidates check the live job links on this page or walk in directly.

Other state candidates check the live job links on this page or mail to hrd@customeriskinginc.com