Client Service Associate / Private wealth assistant
This is a great opportunity for a career orientated market professional to join a well-established tier one wealth management organisation as a Client Service Associate on an initial 12-month contract with the view to permanency.
Dealing with Ultra high net worth clients and very intelligent colleagues, our client is keen to meet with individuals who have had one to three plus years' experience in stockbroking / Financial Planning / client service / operations or are currently a Client Service Associate/ Advisor assistant looking for a new opportunity. Supporting 4 Senior UHNW advisors, this is a mature and very busy desk. This role has a positive mix of administration, on-boarding, transitions, and client service-related duties, will be involved in corporate deals, client meetings, operational functions, training and support will be provided. This is a high performing desk and are keen to partner with client centric and driven candidates.




Degree Qualified: Finance, Commerce, Accounting or Business essential
Exceptional client service focus
Strong administration skills and attention to detail
Excellent communication skills both verbal and written
Display a high level of resilience and solid ability to prioritise tasks
Goal-oriented with demonstrated drive and initiative
Good knowledge of Microsoft Office Suite
Knowledge of domestic and international markets is desirable
Experience within wealth management, financial planning or professional services
RG146 Preferred
The client will provide a great working environment with a busy and positive culture. Our client is keen to meet with candidates who are settled, career driven, will be focused on providing quality client service to the advisors and their client base.
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📌 Client Service Associate / Private Wealth Assistant (Melbourne)
🏢 GOW Recruitment
📍 Melbourne