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Client Services Associate

Recent graduate? Looking to build a career within wealth management? Award winning global financial services firm is seeking high calibre individuals.

Excellent opportunity for recent graduates who possess a strong track record in customer services to join an expanding wealth management division of award winning financial services firm.

Successful candidates will work across multiple teams and products and be rewarded with excellent training and career development opportunities.

Key Responsibilities:

  • Provide an exceptional client experience.
  • Respond promptly in providing information to enquiries.
  • Learn and maintain knowledge of technical aspects of wealth products.
  • Client onboarding.
  • Work collaboratively with operational administration teams.
  • Participate in regular team workshops to provide feedback around process improvement and increasing the service offering to advisers and clients.
  • Accurately record information for transactions in customer relationship management systems.
  • Maintain the integrity of all relationships with advisers and clients to enhance the success of Service and Operations.

Candidate background

  • Proven academic back ground Tertiary qualification (Business / Economics / Accounting / Finance).
  • Strong client service experience (within financial services preferred).
  • Genuine passion to develop a career within wealth management.
  • Financial Services knowledge/experience
  • Excellent communication and interpersonal skills
Date Posted
Insurance & Superannuation
Adelaide Cbd, SA 5000
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