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Client Services Associate - Graduate
- Excellent career progression and stability
- Opportunity to work for a successful Wealth Management Firm
About Our Client
My client is a successful Wealth Management firm based in the prestige South Yarra suburb who provide protection to their client's ongoing wealth. Due to a positive year they have an exciting opening for a client service advisor to join their growing team.
Developing and maintaining a long term client base through effective relationship building and excellent customer service.
Providing a high level of general administrative duties such as correspondence, reports and client record maintenance.
Maintaining and improving processes to ensure effective delivery of service to the clients.
Assisting Financial Planners in following up clients to efficiently implement recommendations.
The Successful Applicant
You will be able to work efficiently, possess the ability to pick up new systems quickly and are proficient in MS Office products.
Excellent organisational and communication skills are paramount to this role and you will be able to provide a high level of client service at all times.
A quick learner who works well within a team environment but also happy to work autonomously.
What's on Offer
On offer is a fantastic opportunity for someone looking for a start in the Financial Services Industry.
If you are successful in the role there are future opportunities to progress to a Financial Advisor with a great benefits package.
Salary up to $47,500 including Super