At a Glance
- Tasks: Assist financial planners and manage client relationships with top-notch service.
- Company: Dynamic financial services firm based in Brisbane.
- Benefits: Great team environment and opportunities for professional growth.
- Why this job: Join a vibrant team and make a difference in clients' financial journeys.
- Qualifications: Minimum two years in client support and strong communication skills.
The predicted salary is between 63000 - 77000 $ per year.
A financial services firm in Brisbane is seeking a Client Services Associate, Wealth Management.
The role involves assisting financial planners, managing client relationships, and providing excellent client service.
The ideal candidate should have at least two years of experience in a client support role and possess strong communication skills.
This position offers the opportunity to work in a dynamic team.
Wealth Management Client Services Specialist 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.
