Service Consultant - Leveraged
Service Consultant - Leveraged
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Job Description
About the team
The Banks Margin Lending and Wealth Management Business partners with Australian and Global Financial Firms providing high quality products and service solutions to partners and customers. Being a leader in the margin lending industry we are constantly improving our product offering service quality and risk management processes.
About the role
As a Service Consultant reporting to the Team Manager you are a frontline representative for our Margin Lending and Wealth Management. Your key focus is to provide accurate and efficient services for our partners and customers that exceed expectations and achieve high retention for the business.
Your responsibilities will include;
- Responding to customer and partner queries through various service channels
- Educating partners and customers on our products
- Assisting customers and partners with managing risk on their margin loan facilities
- Processing day to day transactions corporate actions and margining events
- Onboarding of new accounts and activation of accounts
This is an ideal opportunity if you are looking to build on an interest and career in financial markets. We have a strong focus on career development and are seeking driven individuals ready to take the next step in their career and progress within our organization.
You will be based in Sydney with a requirement for a minimum 3-day office attendance
About you
To be successful in this role you will have:
- Tertiary qualification in Finance or Business discipline ideal but not mandatory
- RG 146 compliant or willingness to complete
- Experience in Financial services with knowledge and or interest in margin lending financial markets and trading funds management or financial planning.
- Demonstrated customer service experience ideally within financial services
- Microsoft Office skills including Excel
- Excellent organisational and time management skills with the ability to prioritise and meet deadlines
- Excellent communication skills both written and verbal
- Strong use of initiative with excellent analytical and problem-solving capabilities
- High attention to detail with the ability to identify and remediate issues
We believe a diverse workforce supported by an inclusive culture is central to our success and we actively encourage applications from those who bring diversity of thought to our business. We support candidate requests for adjustment to accommodate an illness injury or disability to equitably participate in the selection process.
How to apply
If you are interested in this opportunity please apply online with your CV and cover letter.
Enclosed is a Position Description for this opportunity:Service Consultant - Leveraged
Applications close COB Tuesday 15th July 2025
For any queries about this opportunity please contact Libby Prouse Senior Recruitment Advisor
All internal candidates are required to notify their leader when applying for a new career opportunity and will be asked to acknowledge they have done so upon submission of their application.
Required Experience:
Contract
Employment Type
Full-Time
