Key responsibilities include:
- Support 2 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
- 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 assistant 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