Great salary | Hybrid working environment
Work in the crypto & the financial marketplace
Progressive, supportive, driven, career focused & professional environment
Woods & Co Recruitment are extremely excited to be recruiting for a highly regarded, fast growing private wealth adviser.
This agile company which specialises in Australian Equities, Cryptocurrency, Corporate Finance, Financial Planning and Dealer Group Services is offering this exclusive positions due to national expansion.
In the position of Client Services officer / Account Manager, you will be speaking to highly engaged clients about trading in the Australian market.
The role of the client services officer is to onboard new clients and mentor them on how to use the software. Once the client is fully trained, the client services offers 'check in' with their clients and see how they are going.
What's in it for you
$55,000 - $60,000 + Super
Flexible working arrangements
Proven education and training program to help you succeed
Immediate start
Career development
On the job training about the crypto and financial marketplace
Great team culture - Friday drinks, team events, dinners, etc
Work with great colleagues in a well run, powerhouse in the Australian market
The Role
On board new clients and teach hem to use in house software
Make outbound calls to check on your clients and build a relationship
Manage inbound call enquires
Manage client's expectation over the phone
What you need
An ability to build rapport
Have great phone manor
Experience in a customer service role
Knowledge of the financial marketplace
Ability to multitask and hand pressure
Persistent and a determined character
Quick learner with a competitive nature
Good I.T. and communication skills
If you're as passionate about this position as we are then please don't delay and
APPLY NOW! We are interviewing immediately! To find out more about this position please call
Rhys on
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
You will only be contacted if you are shortlisted and meet the above requirements.