We are a privately owned self-licensed financial advisory firm that has been operating for 31 years offering family office services to ultra-high net worth families.

An exciting opportunity exists in our growing team for a dedicated and professional Client Service Associate to work in our office based in Hawthorn.

Working closely with a Director and Principal Adviser, you will be exposed to:

- Comprehensive advice to private clients, across a broad investment sphere
- Ongoing training and development
- A collaborative and supportive team of professionals
- A client-focussed culture
- The opportunity to develop and progress your career further in financial advice and wealth management.

The Role

Your responsibilities will include:

- Working with the principal adviser to understand the clients' goals and objectives, and implement strategies which align with these
- Preparation of client review meeting packs
- Preparation and implementation of investment review documentation
- Liaison with clients and their professional partners as required




- Ensuring all advice documents are in line with the compliance requirements of the business and legislation
- Completing assigned tasks within the financial planning team in a timely manner
- Proactive input into the continuous improvement of our advice and client servicing systems, processes and procedures
- Other ad hoc general administrative tasks

Skills and Experience

The suitable candidate will have the following:

- High level of proficiency across the Microsoft Office suite and Xplan
- Ability to prioritise workload and display organisational skills managing multiple tasks
- Deliver an exceptional customer service experience
- Be proactive and driven to succeed

Personal Requirements

We are looking for someone who possesses the following attributes:

- Ability to work independently and self-motivated
- Excellent verbal and written communication skills
- High level of attention to detail with concern for quality and standard

This is a outstanding long-term opportunity to support and grow within a highly successful advisory team.

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📌 Client Service Associate (Williamstown)
🏢 seek.com.au
📍 Williamstown