Client Service Associate
5 months ago
Global Financial Services Firm - Wealth Management - 12 month Temp Contract Full Time - Brisbane CBD
**Your new company**
This Client Service Associate position is with a global financial services company that provide wealth management services.
**Your new role**
The Client Service Associate works with the financial advice team and is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. You must be a self-starter with the ability to work across the team and across the firm to respond quickly and accurately to client questions and concerns. The Client Service Associate is an integral member of the financial advice team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner.
The Client Service Associate will be tasked with:
- Onboarding new clients
- Helping with maintenance of client accounts
- Providing an excellent client experience
- Quarterly reviews
- Supporting the Advisor with whatever they require
**What you'll need to succeed**
- Proven experience in client services within the Financial Advisory space
- RG146 accreditation required, or ability to study & obtain this when onboarded
**What you'll get in return**
- 12 month temp contract with potential for permanency
- Work from home flexibility
- $47.73 per hour + super
**What you need to do now**
2850572
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