The RoleSupport 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.ResponsibilitiesAssist with client service, implementation andadministrative functions.Build robust client relationships.Meet and Greet clients upon arrival and be the first point of contact for allcustomer 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 teamExperienceCurrently studying or completed financial planning qualificationsInvestment products knowledgeStrong analytical and problem-solving skillsAttention to detail
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📌 Client Services Manager (Sydney)
🏢 Vivere Recruitment Group
📍 Sydney