Client Account Associate

at  AMP

JOB DESCRIPTION

If you live in Australia or New Zealand, you’ve likely heard of AMP. But at a time when society is changing, we are too. We’re now a nimbler business with new leadership and thinking.
For us, these are exciting times. There’s a real potential for big thinkers to help us redefine what financial services could be. And turn our legacy into something even more positive and powerful for the future.

READY TO CREATE YOUR TOMORROW?

If you’re someone who sees opportunity where others see challenge, come and work with us in smart, progressive ways as we transform an iconic Australian brand for the future. And, through a series of career-defining moments, create your own tomorrow.
Don’t procrastinate! We review applications when we get them, and if we discover the ideal candidate, we may close the role earlier than the advertised close date.
Looking forward to meeting you.
Job ID 300002384347267

Other responsibilities:

• Maintain a continuous improvement mindset and seek to eliminate risks to the business created through non-adherence to team policies and procedures
• Provide support in achieving team goals through supporting team members, maintaining and contributing to a positive work environment, ensuring knowledge is shared and committing to personal development
• Contribute to the scoping, designing and developing of efficiencies and improvements to the core client services related business processes and system

Ideally, you will bring the following experiences to this role:

• Relevant tertiary qualification in a finance or business-related discipline (RG146 compliant for General Advice is desirable), with at least 2 years proven experience in financial services
• Strong client service skills and desire to find success for clients
• Proven ability to communicate effectively with internal and external stakeholders at all levels
• Previous experience in preparation of client reports is desirable
• Strong attention to detail is critical
• Ability to work autonomously, is highly organised and outcomes focussed and able to manage multiple deadlines
• A desire to progress into a Client Account Management or Relationship Management role
• Strong team player who values collaboration, embraces change and is open to new ideas
• Medium to high proficiency in Microsoft Office suites, Salesforce and cloud network directorie