We are a privately owned self-licensed financial advisory firm that has been operating for 31 years offering family office services to ultra-high net worth families.
An exciting opportunity exists in our growing team for a dedicated and professional Client Service Associate to work in our office based in Hawthorn.
Working closely with a Director and Principal Adviser, you will be exposed to:
Comprehensive advice to private clients, across a broad investment sphere
Ongoing training and development
A collaborative and supportive team of professionals
A client-focussed culture
The opportunity to develop and progress your career further in financial advice and wealth management.
The Role
Your responsibilities will include:
Working with the principal adviser to understand the clients' goals and objectives, and implement strategies which align with these
Preparation of client review meeting packs
Preparation and implementation of investment review documentation
Liaison with clients and their professional partners as required
Ensuring all advice documents are in line with the compliance requirements of the business and legislation
Completing assigned tasks within the financial planning team in a timely manner
Proactive input into the continuous improvement of our advice and client servicing systems, processes and procedures
Other ad hoc general administrative tasks
Skills and Experience
The suitable candidate will have the following:
High level of proficiency across the Microsoft Office suite and Xplan
Ability to prioritise workload and display organisational skills managing multiple tasks
Deliver an exceptional customer service experience
Be proactive and driven to succeed
Personal Requirements
We are looking for someone who possesses the following attributes:
Ability to work independently and self-motivated
Excellent verbal and written communication skills
High level of attention to detail with concern for quality and standard
This is a great long-term opportunity to support and grow within a highly successful advisory team.
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Client Service Associate in Melbourne employer: seek.com.au
Join a dynamic boutique Chartered Accountancy firm located in the heart of the CBD, where you will thrive in a supportive work culture that values professional growth and flexibility. With opportunities to engage in diverse accounting, taxation, and advisory projects, you'll benefit from ongoing training and the ability to work remotely after your initial onboarding. This is an excellent opportunity for those looking to advance their careers while enjoying a balanced work-life environment.
