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Member Service Representative

Hays Banking - Sydney, NSW

Banking & Finance
Source: uWorkin


Your new company
This global investments company shares solutions in over 30 countries with Sydney CBD offices. Specialising in host of investment solutions they primarily focus on corporate superannuation and have subsequently produced a new game-changing product in this space. Looking for someone to come on board at an extremely exciting time as they launch their innovative financial solution!

Your new role
Your new role is a fantastic mix of customer service with the use of knowledge of financial planning. This role will provide support only through general advice with key responsibilities being:

  • Providing general advice over the phone to members on the launch of this new product and assisting with any enquiries
  • Proactive outbound calls to help current member achieve better outcomes from their superannuation
  • Provide innovative insights from your front line service back to the wider business. Be hands-on with the roll out of this new product and help create and implement process improvements
  • Customer experience including retention and loyalty, engagement and conflict resolution

What you'll need to succeed

  • Diploma of Financial Planning would be ideal
  • RG146 - Superannuation is non-negotiable
  • Experience within financial services - ideally within superannuation
  • Excellent verbal and written communication with the ability to have technical conversations with a wide range of customers

What you'll get in return

  • Up to $85k + super (+ annual bonus)
  • Mon-Fri standard offices hours (08:30-17:00)
  • Close knit team of 6 with supportive management
  • Global company with opportunities progress internally and externally
  • Sydney CBD offices close to transport links
  • Opportunity to have hands-on experience in the launch of an exciting and innovative financial product. Have your insights listened to and applied to create process improvements.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

LHS 297508 #2489087