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Client Service Associate

Bank of Queensland (BOQ)

Location: Sydney

Job Type: Full time


About the Role

  • Kickstart your career in an organisation that offers full training and future career development
  • Full time role working on a rotating roster between the hours of Monday –Friday 8:00am – 6:30pm
  • Sydney CBD location working with a collaborative team

Are you passionate about all things customer service and are a recent graduate who is looking to commence a career in banking & finance? We are looking for those who have recently graduated with a Business, Commerce, Finance or accounting degree or a related tertiary qualification, to join our team!

As a Client Service Associate you will provide excellent Customer Service in a contact centre environment. As the first point of contact for clients of the BOQ Specialist Banking business, you will focus on responding to client requests and determining customer needs via phone, email and secure messages. You will also provide financial solutions that add value to our existing BOQS clients. This will be done in a consistent manner, delivering outcomes that exceed customer expectations and ensuring KPIs are met in a way that aligns with BOQ values.

Some other key responsibilities will include:
  • Working closely with Relationship Managers to manage the ongoing client relationship and client maintenance
  • Processing real-time operational requests relating to transactions and account administration as well as support the business in account opening responsibilities.
  • Delivery of contract documentation upon client and consultant request
  • Liaising with the Risk and Compliance Team in accordance to legislative requirements
Full training will be provided. We want you to be fully equipped so we aim to set you up to succeed in your role! For the first 6-8 weeks you will receive full time hands on training. During that training you will be immersed in the products, processes, procedures and the environment, before progressing through to being on the telephone lines.

About you

To be successful in this role you will have the below skills, knowledge and experience:
  • A driven and proactive attitude, with a passion for finance
  • Degree or a related tertiary qualification is required – Business, Commerce, Finance or Accounting
  • Strong computer and literacy skills
Further, you will demonstrate:
  • Client centricity
  • Good team player with a positive and can do attitude
  • Self-motivated, effective management of workload
  • Achievement focused
  • Strong organisation skills and effective time management
  • Excellent attention to detail
  • Keen and quick to learn
  • Confidence and flexibility to take on any task
  • Ability to take on proactive approach
  • Ability to communicate with confidence, and engage positively

About Us

BOQ Specialist delivers distinctive banking solutions to niche market segments. Our focus, experience and dedication to our clients have enabled us to become experts in a number of professional niches. We aim to add value to and build partnerships with our clients and we have been providing specialist banking in Australia for over 20 years.
Our broad range of personal and business banking options include transactional and savings accounts, credit cards, residential mortgages, practice purchase and fit-out loans, car loans, SMSF loans and property investment loans. Our approach is characterised by responsive personal service, unconventional thinking, and an ability to be nimble, flexible and innovative. Although our products are innovative it’s our client service that sets us apart. We are a client-centric banking business and see our client service offering as our key differentiator.
BOQ is one of Australia’s leading regional banks and provides a genuine alternative for Australian financial services customers and employees. Our purpose is to create prosperity for our customers, shareholders and people through empathy, integrity and by making a difference. Our ambition is to be known as the bold challenger bank; with multi-brands that are digitally enabled with a personal touch.
BOQ are passionate about providing opportunities for you to develop your career as we continuously adapt and deliver in a transformational and competitive environment.
BOQ’s Inclusion vision is to foster a workspace that values and leverages difference and creates new possibilities, a place where our people feel confident to bring their best selves to work every day. We embrace difference and believe that our workforce should reflect the customers and communities that we serve.
In 2021 BOQ Group was awarded a Workplace Gender Equality Agency (WGEA) Employer of Choice for Gender Equality citation.

Our Benefits

  • Flexible working arrangements
  • Discounted financial products
  • Salary sacrificing options
  • Paid parental leave with no minimum
  • Paid volunteer days
  • Purchase annual leave
  • BUPA Corporate Plan
  • Employee Assistance Program (EAP)
  • A ‘zero tolerance’ to Domestic and Family Violence (DFV) with active support for employees experiencing DFV
  • Accessible work support through various practices, systems, office adjustments
  • Gym, shopping, technology and travel offers
  • 5 employee diversity network groups focusing on; First Nations Reconciliation Council, Proudly ME (LGBTQIA+), Multicultural, Gender and Early Career.
  • BOQ Group is a member of Pride in Diversity and a participating organisation in the Australian Workplace Equality Index.

How to Apply

To apply for this role please follow the links or apply via our Careers Page.

The Bank of Queensland is committed to diversity and an inclusive workforce. Aboriginal and Torres Strait Islander People are encouraged to apply.

If you are successful for a role with the Bank of Queensland, it is a condition of employment that background screening is completed to ensure that the Bank complies with its obligations under the Anti-Money Laundering and Counter Terrorism Financing Act. These checks may include, but are not limited to: identity, verification, reference checks, criminal background checks, immigration checks, verification of academic qualifications, bankruptcy checks.