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 sphereOngoing training and developmentA collaborative and supportive team of professionalsA client-focussed cultureThe prospect to develop and progress your career further in financial advice and wealth management.The RoleYour responsibilities will include:Working with the principal adviser to understand the clients' goals and objectives,



and implement strategies which align with thesePreparation of client review meeting packsPreparation and implementation of investment review documentationLiaison with clients and their professional partners as requiredEnsuring all advice documents are in line with the compliance requirements of the business and legislationCompleting assigned tasks within the financial planning team in a timely mannerProactive input into the continuous improvement of our advice and client servicing systems, processes and proceduresOther ad hoc general administrative tasksSkills and ExperienceThe suitable candidate will have the following:High level of proficiency across the Microsoft Office suite and XplanAbility to prioritise workload and display organisational skills managing multiple tasksDeliver an exceptional customer service experienceBe proactive and driven to succeedPersonal RequirementsWe are looking for someone who possesses the following attributes:Ability to work independently and self-motivatedExcellent verbal and written communication skillsHigh level of attention to detail with concern for quality and standardThis is a great long-term opportunity to support and grow within a highly successful advisory team.
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📌 Client Service Associate (Victoria)
🏢 seek.com.au
📍 Victoria