The Role
Support Senior Financial Advisers in the provision of advice and ongoing service to current 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 current 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
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.