At a Glance
- Tasks: Manage client relationships and ensure top-notch service standards.
- Company: Dynamic firm focused on client satisfaction and teamwork.
- Benefits: Competitive pay, flexible hours, and opportunities for growth.
- Other info: Fast-paced environment with plenty of learning opportunities.
- Why this job: Join a vibrant team and make a real difference for clients.
- Qualifications: Strong communication skills and attention to detail required.
The predicted salary is between 41850 - 51150 $ per year.
This diverse role requires customer service skills, IT skills, and technical aptitude as well as the ability to create positive relationships with clients.
We use multiple software systems and require a strong attention to detail.
You will be required to ensure Intralink's service standards are being met (preferably exceeded), ensuring compliance standards are met and all tasks relating to a client's portfolios are performed in a timely manner with a high degree of accuracy.
Key Responsibilities will include
- You will manage your own client base of up to 100 clients.
- You will be the initial point of contact for all client enquiries, including assisting the advisers in client communication and reporting.
- Ensure client records are kept up to date across all systems (ie; CRM, Class, XPlan, etc).
- Set up of New Clients Account including the establishment of SMSFs.
- Assist with drafting, implementing, and developing internal procedures.
- Liaise with Internal and External Accountants and answer Tax Queries.
- Provide backup when required - for daily payments on behalf of clients (ie; pension payments, tax payments, accounting fees, etc).
- Provide backup when required - for maintaining/updating the daily transactions in clients' portfolios.
- Provide backup when required - in the application process when multiple clients are investing in unlisted investments.
- Assist with telephone and other reception duties.
Key Qualifications/Skills
- Strong interpersonal, written and verbal communication skills with a customer focus
- Work with a team mentality and help colleagues when needed.
- Proficiency in the use of computers and office software applications.
- Ability to work with a high level of accuracy and attention to detail.
Client Services Associate in Melbourne employer: Intralink Wealth Management
Intralink Wealth Management offers a dynamic work environment where employees can develop their customer service and technical skills while managing client relationships. The company emphasizes high service standards and compliance, providing opportunities for professional growth and collaboration with internal and external stakeholders. Employees benefit from a supportive culture that values attention to detail and accuracy in client portfolio management.
Contact Details:
Intralink Wealth Management Recruitment Team
