Client Services Executive

Client Services Executive, job search ref: 7084
Location: Sydney, NSW, Australia
Job Type: Full-Time
Rate/Salary: 20000 - 24999
Reference: RDMS1805-777
Call: (02) 8001 6478
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EBR is currently seeking an enthusiastic and results-driven Client Sales and Support executive to join a busy financial team located in Barangaroo, Sydney. Our client is a leading global financial company that specialises in currency exchange, foreign money exchange, money transfer and international remittances services. 



  • Expand client base for CFD | margin FX, securities and other financial products| ;
  • Achieve the sales targets for the investment products;
  • Provide excellent customer service to investment clients;
  • Clients inquiry and complaint handling;
  • Identify sales & referrals opportunities in local and offshore where possible
  • Generate leads and follow up via outbound calling/email/seminars
  • Liaise with our third-party providers and product issuers
  • Provide support in maintaining our CRM and Backoffice


Skills and Experience:

  • Good command of English
  • RG 146 Accreditation
  • Minimum 2 year experience of margin sales and/or
  • Strong client relationship management experience;
  • Strong network and referral sources is highly desirable;
  • Excellent communication and presentation skills;
  • Tertiary qualification in either business, economy, finance or accounting is compulsory;
  • Eligible to work in Australia with a valid working Visa



Our agency guarantees that all applications made to our advertised positions are 100% confidential and all candidates are met with before submitting details to any of our client base. Applicant resumes will not be passed onto a 3rd party without your prior consent.

This advert was posted by CRIS.

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