The Role
Support Senior Financial Advisers in the provision of advice and ongoing service to new and existing clients. You will be a key player in assisting advisers in helping them continue to build their relationships with a range of HNW clients.
Responsibilities:
- Assist with client service, implementation and administrative functions.
- Build solid client relationships.
- Meet and Greet clients upon arrival and be the first point of contact for all customer enquiries.
- Assist with onboarding new clients and assist with any ongoing management.
- Contribute ideas/suggestions during team meetings and one-on-one with the management team.
- Assist in month reporting and any ongoing compliance requirements.
- Provide ongoing support to financial planners and other members of the support team
Experience:
- Currently studying or completed financial planning qualifications
- Investment products knowledge
- Strong analytical and problem-solving skills
- Attention to detail
If this sounds like you, please apply via the link below for a confidential chat!
📌 Client Services Manager (Sydney)
🏢 Vivere Recruitment Group
📍 Sydney
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