Our client is a national Private Wealth organisation with a global present who provides top-tier tailored financial solutions to their HNW and Ultra HNW clients.

As the Client Service Associate, you will work closely supporting Private Wealth Advisers with all client relationship management and administrative duties. You will have full onboarding and be a key figure in assisting a range of HNW clients.

The Role

Support a team of Private Wealth Advisers in the provision of advice and ongoing service to new and existing clients. To ensure the qualified and courteous delivery of service to the clients and increase productivity for the Adviser.

Duties and Responsibilities
Respond to all client enquiries within agreed timeframes and in adherence with quality and compliance standards




Client relationship management and robust communication skills to engage with clients professionally
Maintain client files and support financial advisers with administrative duties
Maintain the client contact database
Contribute ideas/suggestions during team meetings and one-on-one with the management team

Skills & Experience
3 years administration experience within financial services
Proficiency with financial services software tools and platforms
Excellent communication skills
Interest in financial services
Ability to work in a fast-paced hybrid work workplace
Bachelor’s degree in finance or a related field is preferable

If this sounds like you, please apply via the link below!

📌 Client Services Associate Private Wealth Sydney
🏢 Vivere Recruitment Group
📍 Sydney