The Role
Support Senior Financial Advisers in the provision of advice and ongoing service to new and existing clients. To ensure the professional and courteous delivery of service to the clients and increase productivity for the Adviser.
Duties and Responsibilities
- Build strong client relationships toanticipate future client needs.
- Manage client service andadministrative functions.
- Onboard new clients and assist with any ongoing management.
- Completing all implementation - processing and follow up ofapplications.
- Review and assist in improving processes.
- Contribute ideas/suggestions during team meetings and one-on-one with the management team
- Assist in month reporting and any ongoing compliance requirements.
Skills & Experience
- Minimum 3 years' related experience
- Excellent communication skills and eye for detail
- Background in building relationship with clients
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Client Experience Manager - Gold Coast employer: Vivere Recruitment Group
At Vivere Recruitment Group, we pride ourselves on being an exceptional employer that fosters a supportive and collaborative work culture. Our Senior Financial Advisers benefit from a mentorship-driven environment, ample opportunities for professional growth, and access to a robust referral network, all while working in the vibrant landscape of Australia. Join us to make a meaningful impact on our clients' financial journeys while advancing your career in a dynamic team setting.
