Wealth Client Services Associate — Trading & Growth

Bell Direct; Sydney; On-site; AUD 50,000 - 65,000; Full time

Benefits offered by this job

Onboarding training

Qualification support

Market exposure

Diverse culture

Career pathways

Job summary

Bell Direct in Sydney is seeking a recent graduate to join our client service team, supporting clients and advisers across Australia in their wealth creation journey.

You will deliver exceptional support via phone, email and live chat, learn trading systems and wealth products, and develop confidence in financial products. This role offers comprehensive onboarding and a clear path to career advancement in wealth management.

Qualifications

• Recent graduate in Business, Finance, Commerce or related field.
• Excellent communication and problem-solving skills.
• Detail-oriented, proactive and tech-savvy with multiple systems.
• Strong collaborator seeking a long-term career in financial services.

Responsibilities

• Deliver exceptional customer support via phone, email, and live chat.
• Assist retail clients and advisers with trading and investment needs.
• Learn about trading systems, wealth products, and investment platforms.
• Collaborate with cross-country teams to sharpen communication.
• Contribute ideas to improve client experience and Bell Direct's service.

Skills

Communication

Problem solving

Detail-oriented

Teamwork

Education

Bachelor's degree in Business/Finance/Commerce

Tools

Trading platforms

Job description

Bell Direct in Sydney is seeking a recent graduate to join our client service team, supporting clients and advisers across Australia in their wealth creation journey.

You will deliver exceptional support via phone, email and live chat, learn trading systems and wealth products, and develop confidence in financial products. This role offers comprehensive onboarding and a clear path to career advancement in wealth management.