Job Description

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Customer Solutions Specialist

Advertiser: IOOF3 out of 53.0 overall rating (41 employee reviews) More jobs from this company

Job Information

Job Listing Date
11 Feb 2019
Location
Hobart
Work Type
Contract/Temp
Classification
Banking & Financial Services, Client Services

Customer Solutions Specialist

  • Outstanding career opportunity
  • Diverse and interesting variety of work
  • Fixed term opportunity

Our Purpose: "Understand me, look after me secure my future".

An Opportunity

We want to give a passionate individual the freedom to make real changes in this permanent position.. 

This fantastic opportunity exists in our Client First team at IOOF in our Hobart office where the primary purpose of you're role will be to:

  • Look after our clients by understanding their needs and delivering what matters to them.
  • Contribute to the continued improvement of our ability as an organisation to service all demands and requests better.

This role will challenge you to think from our client's perspective, look at how our business services clients from the outside in. With this knowledge and perspective you will make decisions in the work from the frontline about how we change and evolve as a business.

This is no easy feat!

We work as a team to ensure we get the work done, build each other's knowledge and make the changes our clients are asking for.

Our Team

Teamwork and collaboration is at the core of how we work.  We are a multi-skilled team which manages our clients demands from end to end. Our structure is flat which gives all team members an equal opportunity to not only influence decisions directly, but to also improve how we work. As we do not have the traditional management structure the team holds each other to account by an agreed set of principles linked to our purpose.

Our technology enablement team share our measures and work side-by-side with us.  They not only make our lives easier by automating our IT systems, but they also provide us with technology solutions that help us service our clients better.

What You Bring

  • Experience in a customer service role within wealth management and financial services will be preferred
  • Good knowledge of superannuation rules would be "super".
  • Interest in using data to drive customer driven decision making
  • Outstanding conversational skills
  • A strong ability to self-direct, self-learn and question the way things are done.
  • The maturity to collaborate with a team to make decisions as a team opposed to a leader making the decision for you.

It would be great if you had:

  • RG146 certification or a Diploma in Financial Planning

What we offer:

  • A competitive remuneration package
  • A learning environment to grow as an individual
  • Genuine career development including the opportunity to pursue further study and exposure to future technologies
  • Health and wellbeing program
  • A focus on work/ life balance

About IOOF

At IOOF, we have been helping Australians secure their future for more than 170 years. During that time we have grown substantially to become a leading provider of quality financial services and offer a full range of products and services, including financial advice, platform management and administration, investment management and trustee services.

If you're interested in joining our team and think that you have what we're looking for, please submit your CV and cover letter answering the below three questions. 

  1. What interests you most about joining our team?
  2. Please list your prior customer service experience.
  3. What qualities define you as an exceptional candidate for this role?

Please note only short listed candidates will be notified.

No recruitment agencies

  • Outstanding career opportunity
  • Diverse and interesting variety of work
  • Fixed term opportunity

Our Purpose: "Understand me, look after me secure my future".

An Opportunity

We want to give a passionate individual the freedom to make real changes in this permanent position.. 

This fantastic opportunity exists in our Client First team at IOOF in our Hobart office where the primary purpose of you're role will be to:

  • Look after our clients by understanding their needs and delivering what matters to them.
  • Contribute to the continued improvement of our ability as an organisation to service all demands and requests better.

This role will challenge you to think from our client's perspective, look at how our business services clients from the outside in. With this knowledge and perspective you will make decisions in the work from the frontline about how we change and evolve as a business.

This is no easy feat!

We work as a team to ensure we get the work done, build each other's knowledge and make the changes our clients are asking for.

Our Team

Teamwork and collaboration is at the core of how we work.  We are a multi-skilled team which manages our clients demands from end to end. Our structure is flat which gives all team members an equal opportunity to not only influence decisions directly, but to also improve how we work. As we do not have the traditional management structure the team holds each other to account by an agreed set of principles linked to our purpose.

Our technology enablement team share our measures and work side-by-side with us.  They not only make our lives easier by automating our IT systems, but they also provide us with technology solutions that help us service our clients better.

What You Bring

  • Experience in a customer service role within wealth management and financial services will be preferred
  • Good knowledge of superannuation rules would be "super".
  • Interest in using data to drive customer driven decision making
  • Outstanding conversational skills
  • A strong ability to self-direct, self-learn and question the way things are done.
  • The maturity to collaborate with a team to make decisions as a team opposed to a leader making the decision for you.

It would be great if you had:

  • RG146 certification or a Diploma in Financial Planning

What we offer:

  • A competitive remuneration package
  • A learning environment to grow as an individual
  • Genuine career development including the opportunity to pursue further study and exposure to future technologies
  • Health and wellbeing program
  • A focus on work/ life balance

About IOOF

At IOOF, we have been helping Australians secure their future for more than 170 years. During that time we have grown substantially to become a leading provider of quality financial services and offer a full range of products and services, including financial advice, platform management and administration, investment management and trustee services.

If you're interested in joining our team and think that you have what we're looking for, please submit your CV and cover letter answering the below three questions. 

  1. What interests you most about joining our team?
  2. Please list your prior customer service experience.
  3. What qualities define you as an exceptional candidate for this role?

Please note only short listed candidates will be notified.

No recruitment agencies

The application form will include these questions:
  • Which of the following statements best describes your right to work in Australia?
  • How much notice are you required to give your current employer?
  • What's your expected annual base salary?
  • How many years' experience do you have in the financial services industry?
  • Do you have customer service experience?

Right to live and work

You must have the right to live and work in this location to apply for this job.

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