At a Glance
- Tasks: Deliver top-notch support to clients and assist with their trading needs.
- Company: Join Bell Direct, a trusted name in online broking and financial services.
- Benefits: Comprehensive training, industry qualifications, and career growth opportunities.
- Other info: Dynamic team environment with a focus on collaboration and learning.
- Why this job: Kickstart your finance career and empower everyday investors in their wealth journey.
- Qualifications: Recent graduate in Business, Finance, or related field with strong communication skills.
The predicted salary is between 63000 - 77000 $ per year.
Bell Direct is an award-winning online broking business and a subsidiary of the ASX listed Bell Financial Group (BFG).
We provide trading and investing services and support to Australians via our brand Bell Direct as well as to clients of several large Australian banking brands.
Having launched in 2007, we are well established with a strong broking heritage.
Kickstart your career in finacial services with this trusted and recognised Australian listed business - and make a difference for everyday investors.
The Opportunity
At Bell Direct, we believe in empowering investors to take control of thier financial funture.
Join our Sydney-based client service team and gain hands-on experience supporting clients and advisers across Australia in their wealth creation journey.
You will learn how markets work, develop confidence in financial products and build a strong foundation for a career in wealth management.
What You'll Do
- Deliver exceptional customer support to clients via phone, email, and live chat.
- Assist retail clients and financial advisers with their trading and investment needs.
- Learn about trading systems, wealth products, and investment platforms.
- Work with dynamic teams across multiple countries and sharpen your communication skills.
- Contribute ideas to help improve the client experience and shape the future of Bell Direct’s service.
Who You Are
- A recent graduate in Business, Finance, Commerce or a related field.
- A great communicator who enjoys helping people and solving problems.
- Detail-oriented, proactive, and comfortable using multiple systems and tools.
- Someone who thrives in a collaborative team environment and wants to build a long-term career in financial services.
What We Offer
- Comprehensive onboarding and product training.
- Access and support to obtain foundational industry qualifications.
- Exposure to financial markets, trading systems and investement operations.
- A diverse and inclusive culture that values learning and collaboration.
- Career pathways to progres in wealth management roles including client advisory, trading, research and beyond.
Please note that only successful candidates will be notified.
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Wealth Client Service Representative in Sydney employer: Bell Direct
Bell Direct is an exceptional employer that fosters a dynamic work culture in the heart of Melbourne, offering employees the chance to grow within a leading financial services firm. With a strong emphasis on professional development and hands-on experience, team members benefit from a supportive environment that encourages innovation and collaboration. The company also provides competitive benefits and opportunities for recent graduates to kickstart their careers in finance.