At a Glance
- Tasks: Manage client data and service requests in a fast-paced financial environment.
- Company: Join LGT Wealth Management, a leader in financial services.
- Benefits: Competitive salary, professional development, and a supportive team culture.
- Other info: Opportunity for continuous improvement and career growth in a dynamic setting.
- Why this job: Make a real impact by ensuring data quality and enhancing client experiences.
- Qualifications: Experience with CRM systems and a background in commercial or business studies.
The predicted salary is between 72000 - 88000 $ per year.
LGT Wealth Management Limited is seeking an experienced professional to manage client data and service requests in a financial services environment.
You will maintain client information, respond to inquiries, and review onboarding documents to ensure regulatory compliance.
The role supports continuous improvements and reporting on data quality and service performance.
Ideal candidates have a background in commercial or business studies and solid experience with CRM systems and office software.
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Senior Client Data & Operations Analyst in Melbourne employer: LGT Wealth Management Limited
LGT Wealth Management is an exceptional employer that fosters a values-driven, purpose-led culture, ensuring stability and integrity for both clients and employees. With a commitment to employee development and collaboration, you will work alongside world-class advisers in a supportive environment that celebrates individual and collective achievements. This role offers the unique opportunity to engage with sophisticated investment strategies while being part of a global wealth management network, making it an ideal place for those seeking meaningful and rewarding employment.
Contact Details:
LGT Wealth Management Limited Recruitment Team
