Listed 4 weeks ago
Client Service Associate - Wealth Management
GOW Recruitment
Apply
via gowrecruitment.com
Client Services
- Location
- Sydney, NSW
- Type
- Full-time
About the role
We are seeking a proactive and detail-oriented Career Client Service Associate to support 3 Senior Wealth Management Advisers in the day-to-day administration and client service activities across their high-net-worth client portfolios.
Key responsibilities include:
To be successful, you will have:
This is a unique opportunity for a career focused client service associate to join one of Australia’s leading / largest wealth management firms in a collaborative and professional team environment. Training and full support will be provided.
For further details please contact Luke Cuni at GOW Recruitment on 0413 839 375 or apply below
Key responsibilities include:
- Support 3 Senior Financial Advisers in the preparation and implementation of financial advice and investment proposals in an efficient and accurate manner.
- Provide superior client service by responding quickly and accurately to client requests.
- Effectively manage an email inbox that receives client communications and ensure this is adequately organised and prioritised.
- Ensure that settlements and the transfer of funds are efficiently undertaken and provide clients with relevant information as required.
- Manage the overall client relationship and communication process, ensuring regular contact and the provision of a professional and personalised service and responding to client queries.
- Manage new client account onboarding.
- Provide administration support to the Financial Advisory team.
- Provide clients and third parties with investment reports when required.
- Maintaining an up-to-date working knowledge of current relevant legislation and industry standards
To be successful, you will have:
- Bachelor’s degree in finance related discipline is desirable not essential
- Platform experience is Highly regarded
- Minimum of 3 years work experience in a client support or customer facing role.
- Sound understanding and knowledge of the financial markets is desirable.
- Effective / professional written and verbal communication and interpersonal skills.
- Willingness and ability to work under pressure and meet deadlines.
- Initiative-taking and self-directed work style. Able to prioritise, manage workload autonomously and proactively seek solutions.
- Ability to manage client communication and relationships.
- Strong Administration skills and a high level of attention to detail.
- Strong time management skills, including ability to manage multiple clients simultaneously whilst providing quality service.
- Intermediate to advanced Microsoft office
This is a unique opportunity for a career focused client service associate to join one of Australia’s leading / largest wealth management firms in a collaborative and professional team environment. Training and full support will be provided.
For further details please contact Luke Cuni at GOW Recruitment on 0413 839 375 or apply below
Apply
via gowrecruitment.com
