Client Service Associate - Wealth Management

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:

• 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