Client Services Associate

Overview

Client Services Associate | Wealth Management

Our client, a well-established wealth management firm, is seeking a Client Services Associate to provide comprehensive administrative and operational support to their established advisory team.

This is an excellent opportunity for someone who thrives in administration and wants to build a long-term career supporting wealth advisers and their clients in the day-to-day running of a busy wealth management business.

Responsibilities

• Managing account administration including opening forms, account updates, settlements, off-market transfers, corporate actions and super fund administration
• Supporting advisers with market trading, order management and overflow client communications
• Assisting clients with account-related and trade queries professionally and efficiently
• Liaising with third-party product and service providers regarding client queries and admi...