Job Description
Welcome to our financial services team where you'll embark on a rewarding journey of growth and learning.
You'll be the first point of contact for new and existing clients, taking phone calls, assisting with investments, and supporting their financial journeys.
This is an excellent opportunity to gain deep industry knowledge, develop practical skills, and work towards qualifications that open doors in financial services.
About the Role
* Promote our products and services through every interaction.
* Serve as the primary contact for clients, providing exceptional customer service and support.
Your Key Responsibilities
* Support clients with investment account openings and estate administration.
* Maintain accurate records and ensure compliance with regulatory requirements.
* Collaborate with the broader client services team to achieve day-to-day operations goals.
What We're Looking For
We're seeking an engaged and proactive individual who can take ownership, ask questions, and follow through.
A professional and friendly demeanor is essential for building trust through excellent client service.
You should be quick to learn, have a sharp eye for detail, and be keen to grow your skills and take on new challenges.