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Client Support Specialist

2 weeks ago

Perth, Western Australia beBeeAdministrative Full time $80,000 - $130,000

Key Role in Client Services

We are seeking a seasoned professional to provide exceptional administrative support for our wealth management activities.

As a key member of our team, you will work closely with Private Wealth Advisers (PWAs) to build and maintain strong relationships with new and existing clients, responding to their queries and requests in a timely manner.

This role involves providing administrative support to PWAs, including scheduling client meetings, preparing documents for client reviews, maintaining accurate records, and performing various general administrative tasks.

You will collaborate with key stakeholders to ensure all client tasks are completed efficiently within set time frames.

About the Opportunity

Ideal candidates will have previous experience in a similar role within the financial services industry or a related field, along with relevant qualifications in Business/Commerce, Diploma of Financial Planning, and/or RG146 Compliance.

A hard-working, resilient individual who is committed to delivering excellent outcomes for clients and colleagues, you will be proficient in using Microsoft Office suite and possess expertise with XPLAN software as an added advantage.

At our organization, we prioritize providing high-quality client service and strive to exceed expectations. Therefore, having a focus on excellent client service and strong attention to detail is essential for success in this role.

Requirements

  • Previous experience in a similar role within the financial services or a related industry
  • Relevant qualifications in Business/Commerce, Diploma of Financial Planning, and/or RG146 Compliance
  • Proficient in using Microsoft Office suite
  • Previous expertise with XPLAN software
  • Focused on excellent client service and strong attention to detail

What to Expect

As a condition of employment, you will be required to provide evidence of your eligibility to work in Australia and undergo police and basic credit checks.