Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Client services liaison for private wealth

Melbourne
beBeeEquity
Posted: 13 December
Offer description

Job Role Overview

The Equity Desk Assistant - Private Wealth Clients position involves providing administrative support to private client advisors within the Wealth Management team at a global financial institution based in Melbourne.

* Support private client advisors with equity operations and client services, ensuring seamless collaboration and effective communication.
* Maintain high attention to detail and multitasking abilities, managing multiple tasks simultaneously with precision.

Key Responsibilities:

* Deliver exceptional client service by providing prompt and accurate responses to client inquiries.
* Develop and maintain strong relationships with private clients, understanding their needs and preferences.

Requirements:

* Minimum 2 years of experience in equity operations or client services.
* Strong communication and interpersonal skills, with the ability to work effectively with diverse stakeholders.
* Bachelor's degree in a relevant field (preferably).

What We Offer:

* A dynamic work environment with opportunities for growth and development.
* Competitive salary range: $75-90k plus superannuation benefits.

This is an exciting opportunity for a motivated and detail-oriented individual to contribute to our team as an Equity Desk Assistant - Private Wealth Clients in Melbourne. Apply now to take your career to the next level!

Send an application
Create a job alert
Alert activated
Saved
Save
Similar jobs
jobs Melbourne
jobs Victoria
Home > Jobs > Client Services Liaison for Private Wealth

About Jobstralia

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by job title
  • Jobs by sector
  • Jobs by company
  • Jobs by location

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2025 Jobstralia - All Rights Reserved

Send an application
Create a job alert
Alert activated
Saved
Save