Our client is a growing and well-established wealth management firm dedicated to providing exceptional financial advice and customer experiences. They maintain a friendly, collaborative environment where team members are supported through comprehensive training and clear compliance frameworks.
The Role
- Contact warm referred customers to build rapport and create a professional first impression.
- Confirm customer details and understand the broad reason for their financial enquiry.
- Ask approved qualification questions to determine the appropriate next steps for the customer.
- Book qualified customers into appointments with the appropriate advice team member.
- Capture accurate information in the CRM and update lead statuses promptly.
- Maintain clean notes, accurate diaries, and structured workflow records.
- Escalate complex, sensitive, or advice-like conversations to the relevant senior staff.
- Experience in financial services, superannuation, banking, or a regulated customer service environment.
- Demonstrated ability to follow structured scripts, processes, and strict compliance guidelines.
- High attention to detail combined with strong data entry and administrative accuracy.
- Confident and professional phone manner with excellent communication skills.
- Earn a competitive salary between $70,000 and $80,000 plus superannuation.
- Enjoy a hybrid working model featuring three days in a premium Melbourne CBD office.
- Join a friendly and collaborative team during an exciting period of growth.
- Access flexible employment opportunities with permanent, temporary, or temp-to-perm options available.
Please send your resume to Tim by clicking the 'Apply Now' button.
