Working for AMP

Working for AMP means being part of a company that values diverse thinking, encourages collaboration and promotes innovation.  It’s an environment that offers challenging and exciting work as well as opportunities for professional growth. We’re flexible enough to allow you to make the most of your life, both professionally and personally.

We are looking for those that have the courage and agility to navigate changing and complex environments so that we can deliver the best solutions for our customers. We value people with integrity, an innate willingness to help others and an eagerness to perform to the best of their abilities. 

We’re transforming our business, and we need people like you to join us on this journey.

About AMP Advice

AMP Advice has redesigned the advice process to help clients articulate and prioritise their goals putting them back in control of their future. Combining digital interaction with personalised expert help, the AMP Goals 360 experience helps our customers to explore, plan, track and most importantly realise their goals.

About the roles

The purpose of the Client Relationship Manager (CRM) is to provide consistent superior client service and to provide high quality support and assistance to Advisers in administering and delivering positive client outcomes.

This position is a key member of the AMP Advice team and is expected to work as a team member in achieving the outcomes of the business.

Key Responsibilities

The CRMs at AMP Advice have a wide variety of responsibilities including:

• Being the first point of contact for client queries face to face, over the phone and via email

• Assisting Advisers in their preparation for client meetings

• Liaising with external providers, fund managers, brokers and share registries on the Advisers’ behalf

• Ensuring accurate and compliant client files are maintained

• Completing other administrative duties as required

Capabilities & Experience

• Intermediate knowledge of the financial services (advice) profession

• Previous experience in a similar role that has involved supporting stakeholders, performing admin duties and interacting with client

• Completion of or current enrolment in a Diploma of Financial Planning will be highly regarded

• Must have excellent written & verbal communication skills, be highly organised and be able to work in a faced paced environment

Wellbeing & Benefits

As a company that values wellbeing, we offer a range of great benefits to support you financially, professionally and personally. These include access to a wide range of flexible working options including the ability to purchase extra leave, retail discounts, onsite wellbeing centre including a gym (Sydney Office), Employee Assistance Program, competitive home loan rates, leading superannuation contribution, discounted financial advice and personal insurance.

Inclusion & Diversity

AMP recognises individual differences and welcomes people from a variety of life and work experiences. The diversity of our people is core to our ability to innovate, grow and to fulfil our collective aspiration of helping people to own their tomorrow. A natural curiosity, a respect for differences and a growth mindset are valued at AMP.

Salary

Competitive base + 12% super + benefits

To apply, please send your CV to 

[email protected]

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