Client Service Associate

6 days ago

Melbourne City Centre, Australia HAYS Full time

Requires previous experience within wealth management in a client service support role

**Your new role**

The key function of the role is supporting two Financial Advisors with client administration related to financial planning.

Typical role duties include:

- Facilitation of all administrative client queries
- Client on-boarding, including preparation of account documentation and creation of client records
- Preparation of client valuations, asset allocations and reporting
- Assist in client asset transfers, including cash, both domestically and internationally
- Process and monitor stock settlements, including following up with clients regarding outstanding funds

You'll have the ability to deal confidently with Financial Advisors and their clients in a high-volume, time-critical environment. To be successful in this role, you will need to demonstrate knowledge of the financial advice process, financial markets and product and industry trends.
**What you'll need to succeed**

Non-negotiable
- Fluent mandarin (written and verbal)
- A finance related degree
- Experience in client service support
- CPA/CFA is a bonus

**What you'll get in return**
The company itself are a flexible and adaptable hybrid workplace. You’ll be paid a day rate of $360/day + super. The company are an employer of choice and will offer ongoing professional training. You’ll be joining a well-established and big team of professional planners so it will be an excellent place to grow your career.
**What you need to do now**

2851693

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