
Client Service Associate
2 weeks ago
Must have previous experience within wealth management in a client service support role
**Your new role**
You’ll often be the first point of contact with clients on a broad array of services related to financial plans and investment portfolios. You’ll require relationship management experience and knowledge of the financial advice process. The role is fast-paced and requires accuracy and consistency to give a positive client experience.
The role will cover leave and busy periods across all advisory groups. It will give you the opportunity to provide client service support within other teams in the business and, consequently, is a role with fantastic exposure to the wider business.
- Facilitate all administrative client queries
- Prepare client onboarding documents
- Create client records
- Prepare client valuations, asset allocations and valuations
- Prioritise competing requests in a fast-paced environment
- Establish and maintain relationships with other internal stakeholders and departments
**What you'll need to succeed**:
- Bachelor’s degree required or equivalent education or experience
- 4+ years plus relevant working experience in the financial services industry
- Ambition to grow your career further in financial advice
- RG 146 compliant
- High attention to detail
- Strong literacy and numeracy ability
- Good knowledge of Microsoft Office Suite
- Strong organisational skills
- A fundamental knowledge of financial advice process, markets and industry
- Excellent communication skills, both verbal and written
**What you'll get in return**
The company itself are a flexible and adaptable hybrid workplace. Regular 9-5 hours. You’ll be paid a day rate of up to $360/day + super. The company are an employer of choice and will offer ongoing professional training. You’ll be joining a well-established and large team of professional planners so it’s an excellent place to grow your career.
**What you need to do now**
2856201
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