Client Service Associate

2 days ago

Adelaide Region SA, Australia Profusion Group Full time

Exciting opportunity with highly regarded Banking and Financial Services company
- Be a part of a high performing, dynamic team
- Attractive salary up to 90k + super (negotiable based on exp)
- Clear progression pathway and career opportunities

**Responsibilities**:
In this role, you will provide high quality support to established Private Bankers and Clients. You will be the 'go to' person for administration tasks with a continuous focus on legislative and risk management responsibilities. This includes:

- Assisting bankers in the facilitation and execution of client advice requirements and ongoing portfolio management,
- Ongoing client support and maintenance of client records.
- Day-to-day administration, documentation review and compliance management.

**Skills & Experience**
You will have a passion for delivering an exceptional client experience and possess a strong motivation to build a career within Private Banking. You will possess the following qualities:

- A minimum of 2 years experience within Advice or Financial Planning.
- A high attention to detail and a willingness to learn.
- The ability to work in a team environment to contribute to team goals.
- Exceptional time management and organisational skills.
- Exceptional communication skills with strong stakeholder management skills and relish working in a fast paced environment.

Express interest today using the

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