Support Senior Financial Advisers in the provision of advice and ongoing service to current 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 robust 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
Solid 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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