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Financial advice graduate

Sydney
Lorica Partners
Posted: 8 June
Offer description

As a new graduate you will start in our Client Service Team. You will be part of the team that is responsible for providing a broad range of support to the Advice team, in the provision of high-quality ongoing services to existing and prospective clients. This is the stepping stone to undertaking your progessional year, and becoming an adviser with us.

Key Responsibilities

Provision of exemplary client service, meeting and greeting clients, managing inquiries and requests.

Developing a deep knowledge of and strong working relationship with the team to assist with obtaining information, completion of tasks and processes, and reporting, within agreed time frames.

Maintaining systems (including the Client Relationship Management System), processes, and tools, ensuring data integrity.

Assist in administrative functions for the team.

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