Financial Futures Associate

19 hours ago

Sydney, New South Wales, Australia beBeeClient Full time $50,000 - $80,000
About the Role

This position offers an opportunity to form meaningful relationships with high-net-worth clients, providing support in navigating their financial futures.

As a key member of our team, you will be responsible for managing all operational aspects of our firm's relationship with clients. This includes communicating with clients by phone and email, fulfilling operational tasks between our organization and top brokerage houses, establishing and clearing accounts, and resolving documentation and transfer issues.

You will work closely with Investment Counsellors to ensure operational excellence for all client enquiries.

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