Job Description

Overview

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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.

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Responsibilities

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- Assist the Financial Planners/Advisers in the preparation and implementation of financial advice and investment proposals in an efficient and accurate manner.
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- Prepare Excel spreadsheets for portfolio analysis.
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- Provide superior client service that builds strong client relationships by responding quickly and appropriately to client requests.
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- Manage the overall client relationship and communication process, ensuring regular contact and a professional, personalised service.
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- Provide efficient and broad administration support to the Investment/Financial Advisory team.
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- Initiate the new client process by arranging for the necessary paperwork to be sent to clients and ensuring the appropriate supporting documents are gathered.
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- Maintain ongoing client reviews in accordance with relevant compliance criteria.
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- Collaborate closely with internal teams including Equity Operations, IMS and Compliance to ensure a seamless client experience.
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Qualifications

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- At least two years' experience in a client support or customer-facing role.
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- High level of attention to detail.
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- A skilled, approachable, and client-focused mindset.
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- Strong communication skills, sound judgement, and the ability to deliver under pressure.
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- Commitment towards delivering exceptional outcomes.
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How to apply

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Please send your applications to [email protected] (Deni Healey, Head of Client Services).

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📌 Client Services Associate (Queensland)
🏢 Wilsons Advisory
📍 Queensland