Tuesday, March 1, 2011

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.


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

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


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