Client Services Consultant

12 Month Max Term Contract
An opportunity to learn and develop your career with on the job training
Work where we work best - Hybrid office/work-from-home environment

As Client Services Consultant you will provide quality customer service to Perpetual's clients and advisers within the Perpetual Client Solutions team.


About the role

As a Client Services Consultant at Perpetual, you will:
Provide clients/advisers with accurate and timely account information within service levels
Educate clients/advisers about up‑to‑date products and services
Ensure notes of calls are placed on relevant systems
Produce and send statements and reports to clients/advisers when requested
Maintain an up‑to‑date working knowledge of all products, performance, procedures and business rules
Report and escalate identified risks and issues to team leaders as appropriate
Ensure all Activity and Break Codes are entered correctly
Ensure no advice is given to clients
Maintain an awareness of policies and procedures
Provide assistance to other areas where necessary.

About you

Previous customer service experience
Strong relationship building skills
An understanding of the financial services industry, including unit trust, superannuation, and pension knowledge is advantageous
Effective communication skills (listening, verbal and written)
Proficiency in computer literacy and MS office suite
Strong organisational skills with the ability to multitask and prioritise conflicting deadlines
Keen attention to detail.

Behaviours

Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact.


Employee benefits

Work from anywhere in Australia for up to one month each year
An annual allowance to empower you to prioritise your personal wellbeing
Access to LinkedIn learning, study support and commitment to supporting professional development
Diversity and inclusion

WGEA Employer of Choice for gender equality since 2018
Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
A growing number of employee-led networks who work to raise awareness and drive continued change
We support over 50 Indigenous communities through Native Title Trusts, helping to secure the communities future. We encourage applications from Aboriginal and Torres Strait Islander People.


We are committed to creating an inclusive workplace where diversity is celebrated and welcome applications from people from all backgrounds and communities. Our goal is to provide a work environment that enables you to thrive, whatever your circumstances.