Job Description
Are you looking to further your Client Services career? Join our Wealth Implementation team!
If you have a passion for client engagement, the financial planning sector, and yearn for collaboration and a supportive team, this is the right opportunity for you.
This will be a full-time, hybrid (3 office days), permanent position based in Melbourne or Sydney.
Your role, your contribution!
• Coordinate the onboarding of client accounts, statements of advice, posting and preparation of advice implementation and managing client data.
• Check and monitor asset transfers, placing buys and sells on investment funds, managing withdrawals and contributions and liaising with Financial Institutions.
• Communicate and collaborate with Advisers, Partners, Client Services team members and Corporate staff.
• Ensure all client related tasks are completed in accordance within SLAs and regulation standards.
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