At a Glance
- Tasks: Assist Financial Planners in delivering top-notch client service and managing relationships.
- Company: Join a dynamic team at a leading Wealth Management firm in Brisbane.
- Benefits: Gain valuable experience, develop your skills, and enjoy a supportive work environment.
- Other info: Collaborative atmosphere with opportunities for professional growth.
- Why this job: Make a real difference in clients' financial journeys while building your career.
- Qualifications: Two years in client support, strong communication, and attention to detail required.
The predicted salary is between 63000 - 77000 $ per year.
Overview
We are seeking a Client Services Associate, Wealth Management to join our team in the Brisbane office.
This is an exciting opportunity to work within a dynamic team dedicated to delivering superior service to our clients.
Responsibilities
- Assist the Financial Planners/Advisers in the preparation and implementation of financial advice and investment proposals in an efficient and accurate manner.
- Prepare Excel spreadsheets for portfolio analysis.
- Provide superior client service that builds strong client relationships by responding quickly and appropriately to client requests.
- Manage the overall client relationship and communication process, ensuring regular contact and a professional, personalised service.
- Provide efficient and broad administration support to the Investment/Financial Advisory team.
- Initiate the new client process by arranging for the necessary paperwork to be sent to clients and ensuring the appropriate supporting documents are gathered.
- Maintain ongoing client reviews in accordance with relevant compliance criteria.
- Collaborate closely with internal teams including Equity Operations, IMS and Compliance to ensure a seamless client experience.
Qualifications
- At least two years' experience in a client support or customer-facing role.
- High level of attention to detail.
- A professional, approachable, and client-focused mindset.
- Strong communication skills, sound judgement, and the ability to deliver under pressure.
- Commitment towards delivering exceptional outcomes.
How to apply
Please send your applications to Deni. Healey@wilsonsadvisory. com. au (Deni Healey, Head of Client Services).
Client Services Associate in Brisbane employer: Wilsons Advisory
Wilsons Advisory is an exceptional employer, offering a vibrant work culture in Brisbane that prioritises innovation, collaboration, and inclusivity. Employees benefit from flexible working arrangements, a supportive environment, and ample opportunities for professional growth within a well-established firm with over 125 years of experience in financial services. Joining our team as a Portfolio Administrator means being part of a dynamic group dedicated to delivering outstanding investment management services while fostering your career development.
