• Locations in CBD and other Sydney areas
• Grow your career within Financial Services

Succession Recruitment is Sydney's top financial services specialist recruitment agency. Our clients range from leading banks to Wealth Management groups and Financial Services companies

Why is this job for me? 

• 2 Global Stockbroking Firms
• Join teams with an established and rapidly growing industry leader!
• Award winning companies with a supportive culture
• Grow your career within the Financial Services space
• CBD & Chatswood locations 
• Do your RG146 qualification 
• World class training 

What will my day to day look like? 

We have 2 roles available. 

• Customer Service Representative - Full Time - perm
• Operations Associate - Full Time - Temp 6 Months (with a view to extend) 

As a Customer Service Representative, you will be responsible for:

• Provide superior levels of internal customer service by responding to and managing inbound stakeholder enquiries, complaints and issues relating to the stockbroking platform
• Managing high volume inbound calls, emails and live chat
• Identify opportunities to improve the processes 
• Undertake investigations in respect to stakeholder requests and/or as a result of exception based issues
• Process applications within agreed turnaround times
• Complete general administrative duties as required
• Practise prudent risk management by identifying and responding to business risks

As an Operations Associate (back-office assistant) you will be responsible for: 

Data Entry

• Accurately input customer information, trades, and other relevant data into the firm's systems.
• Regularly update records to reflect any changes or corrections.

Customer Account Management

• Make necessary updates and changes to customer accounts, such as contact information or account settings.
• Handle email-based account-related queries and ensure that customer information is up-to-date.

Processing KYC (Know Your Customer)

• Collect and verify the necessary documents to comply with KYC regulations.
• Ensure all customer documentation is complete, accurate, and properly filed.

Document Handling

• Manage the documentation process, including scanning, filing, and retrieving documents as needed.
• Ensure that all documents are securely stored and easily accessible for audits or compliance checks.

Compliance and Accuracy

• Ensure that all data entry and documentation processes comply with industry regulations.
• Double-check entries and documents to minimize errors and maintain data accuracy.

What skills do I need? 

You must have PR or citizenship.

You are a recent graduate with a passion and interest in the Stockbroking/Banking industry. You are motivated to learn and work hard in a fast paced, high volume environment. 

You also have:

• Administration and/or Customer Service experience
• Excellent written and verbal communication skills
• Strong processing skills and high attention to detail
• Strong Excel skills
• Great technological skills

How do I apply? 

If you are looking to commence or continue your professional career in financial services, click apply and upload your resume now!