Our client, a leading wealth global management firm are seeking a Client Services Associate to provide market and operational support to their Wealth Advisers and clients. This is an excellent opportunity for someone with a keen interest in financial markets to build a long-term career in wealth management.
Key Responsibilities:
- Supporting advisers with market trading, order management and client communications
- Managing account administration including opening forms, settlements, transfers, corporate actions and super fund administration
- Assisting clients with market, trade and account-related queries
- Preparing and processing investment proposals, portfolios and transaction documentation
- Assisting with marketing opportunities, client events and meetings when required
- Experience in a similar client service/investor relations or administrative role within financial services
- Bachelor's Degree in Commerce, Business, Finance or related discipline (highly regarded)
- A genuine interest in financial markets and investments
- RG146 compliance or willingness to obtain
- Strong organisational skills with proven ability to manage multiple tasks and priorities
- Excellent client service skills and ability to build rapport with clients
- Self-directed with ability to work under minimal supervision
- Strong written and verbal communication skills
- Intermediate/advanced knowledge of MS Office (Outlook, Excel, Word)
- Knowledge of IRESS or wealth management systems (highly regarded)
- Competitive base salary of $75,000 + superannuation
- Comprehensive training and professional development opportunities
- Career progression pathway for those aspiring to become advisers
- Supportive team environment in a leading wealth management firm
For more information, please reach out to Zac Smith on 0466 310 409 | zac.smith@perigongroup.com.au