Client Services Associate

Direct message the job poster from Emanuel Whybourne & Loehr

Operational support to the Managing Partners and Firm

Emanuel Whybourne & Loehr is a boutique wealth manager, with institutional capability. We offer clients the best of both worlds - greater flexibility and customisation than bigger firms due to our nimbleness, whilst retaining the ability to negotiate with the world's largest investment houses due to scale.

Our advice team is one of the mostly highly regarded in the industry. Deep relationships with best-in-class global asset managers, investment banks, research houses, and custodians, means our clients access the very best services available. Our group is not tied to internal platforms, products, or subject to external shareholders, meaning we only motivated to act in and serve our clients best interests.

Having experienced significant growth over the last two-years; our firm is searching for a driven and experienced Client Services Associate (CSA). As a CSA, you will have exposure to every part of our business, being on the front line of all communication with the families we work with. The role is dynamic, time critical, requires attention to detail and organisational expertise.

On a day-to-day basis, your duties will include:

• Booking client meetings, and scheduling investment reviews.
• Liaising with third party advisors, such as accountants, lawyers, or consultants.
• Working closely with our Portfolio Analyst team, to plan for proposals and reviews.
• Having oversight over trade placement, follow up and settlement.
• Managing cash transfers, such as regular payments or capital calls.
• Onboarding new clients and contributing to an excellent service experience.
• Responding to inbound client requests and resolving these with urgency.
• Designing, implementing, and improving client service processes.
• Working closely with Senior Advisers/Partners of the firm within the advice process.

Our ideal candidate will bring:

• 2 years + expereince in a similar, wholesale / HNW investment environment.
• A genuine motivation to learn and grow within this industry.
• High attention to detail.
• Competence across the Microsoft product suite.
• Experience with investment and banking platforms.
• A team player, with a passion for client service.

On offer is an excellent remuneration structure, a team genuinely interested in seeing you succeed and investing in your development. The role is full time, based on-site in our newly refurbished Sydney office with occassional interstate travel required.

If you are excited to join a forward thinking, supportive and growing firm in an exciting role, apply today

Seniority level

• Seniority levelEntry level

Employment type

• Employment typeFull-time
• IndustriesInvestment Management

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