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).
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