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March

Client Relations Officer

MYSTATE LIMITED - Glebe, TAS

Any Industry
Source: uWorkin

JOB DESCRIPTION

Are you a customer-focused individual with a strong desire to exceed service expectations?

If so, then TPT Wealth are keen to receive your application for the role of Client Relations Officer.

Proud heritage, exciting future.

TPT Wealth is a major provider of financial products and services including Managed Investments, Wills and Estates and Commercial Lending. We’ve been playing the long game since we established back in 1887. We are also a Trustee Company authorised under the Trustee Companies Act 1953 and a wholly owned subsidiary of MyState Ltd. Our vision for Wealth is to become a national business known as an income fund management specialist as well as for our Trustee services including estate planning and advice. We want to provide our clients with simple, contemporary products and services enabled by digital technology to assist investors with 24/7 access to our managed funds.

Based in Hobart, the Client Relations Officer is responsible for:

  • Handling investor enquiries by email, phone, and mail correspondence
  • Manage investor correspondence and instructions
  • Promote TPT Wealth’s range of managed investments and other services
  • Follow strict policies and procedures

Core Skills:

  • Excellent verbal and written communication skills
  • Excellent customer service skills
  • Proactive approach to improving processes
  • Excellent organisation and time management skills
  • Ability to show initiative and work independently, and as part of a team
  • Experience working within financial services is highly desirable

To request a position description or for any further information, please contact Recruitment@MyState.com.au. To apply, click “Apply Now” by close of business 12 April, 2021

Employment with MyState is subject to a Bankruptcy, Police and Credit check to verify your suitability to work within the finance sector. We are a 2021 Circle Back Initiative Employer – We commit to respond to every applicant.