Appointment Setter/Customer Care - Brisbane CBD

The Role

Work with a small team of financial planners & support staff to look after existing client needs. Clients are located all over Australia so engagement is held by phone & video technology (Zoom)

Duties will include:

  • Booking meetings & annual investment reviews for advisers
  • Handle inbound client calls
  • Updating client information in CRM
  • Securing appointments from potential client enquiries
  • Occasional support with institutional facing administrative tasks

About You

You must possess confidence, a professional phone manner, exceptional communication skills, a genuine care for the client, plus some experience (or an interest) in financial services. You also work well in a team environment & have a positive disposition. 

You are efficient with data entry & at least have basic computing capabilities.

Sales skills would also be well rewarded. 

Whats on offer

  • A competitive salary package
  • Flexible working arrangements
  • Friendly work environment


26/04/2021 $0 Brisbane 1 Banking & Financial Services
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