Financial Markets Client Service Specialist
7 days ago
Compensation for this role is highly competitive and dependent on experience.
We are seeking an experienced Financial Markets Client Service Specialist to join our team in Melbourne or Sydney.
The ideal candidate will have a fundamental knowledge of the financial advice process, markets, and industry trends, as well as strong organisational skills and excellent communication skills both verbally and written.
Key responsibilities include facilitating administrative client queries, client on-boarding, arranging and assisting with maintenance of client accounts and records, IPO and corporate action allocation management, preparation of client valuations, asset allocations and reporting, and more.
A high level of resilience and strong ability to prioritise tasks are essential for success in this role.
Candidates with experience in wealth management, stockbroking or financial planning and a tertiary qualification in Finance, Business or Economics will be highly regarded.
This is a 12-month contract role with a highly competitive salary depending on experience.
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