Client Relationship Manager Associate

5 days ago


Perth, Western Australia ROBERT WALTERS AUSTRALIA Full time
Job Description
  • Assist Advisers with client-related tasks, including ongoing client management, account opening paperwork, and administrative tasks.
  • Maintain client records, prepare required client advice, and file notes.
  • Record file notes and be responsible for action items from meetings.
  • Answer incoming phone calls and manage client queries and needs.

This role offers a unique opportunity to contribute to team productivity through proactive operational support activities and creating efficiencies in administrative tasks and procedures.



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