The Role
Support Senior Financial Advisers in the provision of advice and ongoing service to new and existing clients. You will be a key player in assisting advisers in helping them continue to build their relationships with a range of HNW clients.
Duties and Responsibilities
- Build solid client relationships to anticipate future client needs.
- Manage client service and administrative functions.
- Meet and Greet clients upon arrival and be the first point of contact for all customer enquiries.
- Onboard new clients and assist with any ongoing management.
- Completing all implementation - processing and follow up of applications.
- Review and assist in improving processes.
- Contribute ideas/suggestions during team meetings and one-on-one with the management team.
- Assist in month reporting and any ongoing compliance requirements.
Skills & Experience
- Minimum 2 years’ experience in Financial Services or related
experience
- Excellent communication skills and eye for detail
- Background in building relationship with clients
- Exposure to Investment products
- Knowledge of Xplan
If this sounds of interest to you, please apply via the link below
📌 Client Services Manager (Sydney)
🏢 Vivere Recruitment Group
📍 Sydney
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