Service Consultant - Wealth Management

Job details
Job type
Full-time
 
Location
Sydney NSW•Hybrid work
 
Benefits
Pulled from the full job description
Health insurance
Gym membership
Employee assistance program
 
Full job description
“It begins at Bendigo Bank”

We’ve never been ‘just a bank’. Just like you should never be ‘just an employee’. We’re united in our belief that in banking, better can be bigger, and together we’re making it happen.

It starts here. With Bendigo Bank… and you.

About the team

The Bank’s Margin Lending and Wealth Management Business, partners with Australian and Global Financial Firms providing high quality products and service solutions to partners and customers. Being a leader in the margin lending industry we are constantly improving our product offering, service quality and risk management processes.

About the role

As a Service Consultant reporting to the Team Manager, you are a frontline representative for our Margin Lending and Wealth Management. Your key focus is to provide accurate and efficient services for our partners and customers, that exceed expectations and achieve high retention for the business.

Your responsibilities will include;

Responding to customer and partner queries through various service channels
Educating partners and customers on our products
Assisting customers and partners with managing risk on their margin loan facilities
Processing day to day transactions, corporate actions and margining events
Onboarding of new accounts and activation of accounts
This is an ideal opportunity if you are looking to build on an interest and career in financial markets. We have a strong focus on career development and are seeking driven individuals ready to take the next step in their career and progress within our organisation.

You will be based in Sydney with a requirement for a minimum 3-day per week office attendance

About you

To be successful in this role you will have:

Tertiary qualification in Finance or Business discipline ideal but not mandatory
RG 146 compliant or willingness to complete
Experience in Financial services with knowledge and or interest in margin lending, financial markets and trading, funds management or financial planning.
Demonstrated customer service experience ideally within financial services
Microsoft Office skills including Excel
Excellent organisational and time management skills with the ability to prioritise and meet deadlines
Excellent communication skills both written and verbal
Strong use of initiative with excellent analytical and problem-solving capabilities
High attention to detail with the ability to identify and remediate issues
So, why work with us?

You’ll also get access to a great range of benefits, including:

Looking for hybrid work, flexible hours, or a compressed week? Our flexible work options are designed to fit your lifestyle.
Health and well-being support, including discounted gym memberships, private health insurance options, and our Employee Assistance Program (EAP) for you and your immediate family members.
Take your learning to the next level through opportunities like our corporate university ‘BEN U’ or at an external provider of your choice.
We believe a diverse workforce supported by an inclusive culture is central to our success and we actively encourage applications from those who bring diversity of thought to our business. We support candidate requests for adjustment to accommodate an illness, injury, or disability to equitably participate in the selection process.

How to apply

If you are interested in this opportunity, please apply online with your CV and cover letter.

Enclosed is a Position Description Service Consultant - Leveraged PD.doc

Applications close COB Tuesday 15th July 2025

 
You must create an Indeed account before continuing to the company website to apply

Australia
New South Wales
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