Client Services Associate

Overview

We are seeking a Client Services Associate, Wealth Management to join our team in the Brisbane office. This is an exciting opportunity to work within a dynamic team dedicated to delivering superior service to our clients.

Responsibilities

• Assist the Financial Planners/Advisers in the preparation and implementation of financial advice and investment proposals in an efficient and accurate manner.
• Prepare Excel spreadsheets for portfolio analysis.
• Provide superior client service that builds strong client relationships by responding quickly and appropriately to client requests.
• Manage the overall client relationship and communication process, ensuring regular contact and a professional, personalised service.
• Provide efficient and broad administration support to the Investment/Financial Advisory team.
• Initiate the new client process by arranging for the necessary paperwork to be sent to clients and ensuring the appropriate supporting documents are gathered.
• Maintain ongoing client reviews in accordance with relevant compliance criteria.
• Collaborate closely with internal teams including Equity Operations, IMS and Compliance to ensure a seamless client experience.

Qualifications

• At least two years’ experience in a client support or customer-facing role.
• High level of attention to detail.
• A professional, approachable, and client-focused mindset.
• Strong communication skills, sound judgement, and the ability to deliver under pressure.
• Commitment towards delivering exceptional outcomes.

How to apply

Please send your applications to Deni.Healey@wilsonsadvisory.com.au (Deni Healey, Head of Client Services).

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