Client Service Associate

We are a privately owned self-licensed financial advisory firm that has been operating for 31 years offering family office services to ultra-high net worth families.

An exciting opportunity exists in our growing team for a dedicated and professional Client Service Associate to work in our office based in Hawthorn.

Working closely with a Director and Principal Adviser, you will be exposed to:

• Comprehensive advice to private clients, across a broad investment sphere

• Ongoing training and development

• A collaborative and supportive team of professionals 

• A client-focussed culture

• The opportunity to develop and progress your career further in financial advice and wealth management. 

The Role

Your responsibilities will include:

• Working with the principal adviser to understand the clients' goals and objectives, and implement strategies which align with these

• Preparation of client review meeting packs

• Preparation and implementation of investment review documentation

• Liaison with clients and their professional partners as required

• Ensuring all advice documents are in line with the compliance requirements of the business and legislation

• Completing assigned tasks within the financial planning team in a timely manner 

• Proactive input into the continuous improvement of our advice and client servicing systems, processes and procedures 

• Other ad hoc general administrative tasks
     

Skills and Experience

The suitable candidate will have the following:

• High level of proficiency across the Microsoft Office suite and Xplan

• Ability to prioritise workload and display organisational skills managing multiple tasks

• Deliver an exceptional customer service experience

• Be proactive and driven to succeed

Personal Requirements

We are looking for someone who possesses the following attributes:

• Driven to deliver exceptional outcomes for clients

• Ability to work independently and self-motivated

• Excellent verbal and written communication skills

• High level of attention to detail with concern for quality and standard

This is a great long-term opportunity to support and grow within a highly successful advisory team.