At a Glance
- Tasks: Support Financial Advisers with client administration and service delivery.
- Company: Well-established financial advice firm with a focus on collaboration.
- Benefits: Gain valuable experience in finance and develop your professional skills.
- Other info: Join a supportive team that values operational excellence and career growth.
- Why this job: Be the vital link between advisers and clients, enhancing their financial journey.
- Qualifications: Strong communication skills and a passion for client service.
The predicted salary is between 41850 - 51150 $ per year.
Keegan Adams Recruitment partners with a well-established financial advice firm to recruit a Client Services Associate.
The role supports Financial Advisers with advice implementation, client administration and ongoing client service in a collaborative environment where service and operational excellence are valued.
You will act as a key link between advisers, clients and external providers, ensuring efficient, compliant delivery of financial services and high-quality client experiences.
Client Services Associate for Financial Planning Support in Sydney employer: Keegan Adams Recruitment
Join a dynamic and forward-thinking Private Wealth firm that prioritises employee growth and development, offering a unique opportunity to shape the FP&A function while working closely with the executive team. With a strong emphasis on collaboration and innovation, this role not only provides significant exposure to senior leadership but also encourages a culture of continuous improvement and strategic influence. Enjoy a supportive work environment that values your insights and contributions, making it an excellent place for professionals seeking meaningful and rewarding employment.
