Client Services Associate

Location: Mornington, Victoria
Job Type: Permanent
Salary: Negotiable
Contact: Jamie Ferguson
Specialisation: Wealth Management
Reference: 201425_1581467511


About the role

The responsibilities of this role will include but are not limited to:

  • Assist and support clients and advisers by being the key point of contact
  • Help to build and maintain client relationships through outstanding customer service
  • Support client review activities
    • Client portfolio review
    • Reverse fact find
    • Opt in
  • Manage complex implementations in an accurate and timely manner
  • Support client services officers with administrative tasks
  • Conduct scenario modelling within Xplan

Successful candidate will have the following:

  • Diploma in Financial Services
  • Proven experience working within Xplan software
  • Exposure to risk and compliance requirements within financial services
  • Build and maintain strong internal and external relationships
  • Exceptional written and verbal communication

To be considered for this role please email your resume via the link or to have a confidential discussion about this and other opportunities across financial services, please contact Jamie Ferguson on 03 8080 7283