Overview
Client Services Associate | Wealth Management
Our client, a well-established wealth management firm, is seeking a Client Services Associate to provide comprehensive administrative and operational support to their established advisory team.
This is an excellent opportunity for someone who thrives in administration and wants to build a long-term career supporting wealth advisers and their clients in the day-to-day running of a busy wealth management business.
Responsibilities
* Managing account administration including opening forms, account updates, settlements, off-market transfers, corporate actions and super fund administration
* Supporting advisers with market trading, order management and overflow client communications
* Assisting clients with account-related and trade queries professionally and efficiently
* Liaising with third-party product and service providers regarding client queries and administrative requirements
* Coordinating client events, meetings and marketing activities
Qualifications
* Experience in a similar administrative or client service role, ideally within financial services
* Strong organisational skills with proven ability to manage multiple priorities and meet strict deadlines
* Excellent attention to detail and accuracy in documentation and compliance processes
* Professional communication skills and ability to build rapport with clients
* Intermediate/advanced proficiency in MS Office (Outlook, Excel, Word)
* RG146 compliance or willingness to obtain
* Knowledge of IRESS or wealth management systems (highly regarded)
* Bachelor\'s Degree in Commerce, Business or Finance (desirable but not essential)
What\'s On Offer
* Competitive base salary (experience dependent)
* Established career pathway for administrative professionals
* Comprehensive training and ongoing professional development
* Supportive team environment within a respected wealth management firm
* Work alongside experienced advisers and high-net-worth clients
This role is ideal for someone who excels in administration and client service and is looking for a stable, long-term career in wealth management.
Interested? Reach out to Zac Smith on 0466 310 409 | zac.smith@perigongroup.com.au
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