Client Service Associate

seek.com.au; Melbourne; On-site; AUD 65,000 - 75,000; Full time

Job summary

seek.com.au's Hawthorn-based private financial advisory firm is seeking a dedicated Client Service Associate to join a growing team.

You will work with the Director and Principal Adviser, handling client reviews, investment documentation, and liaison with clients and partners, ensuring compliance.

This role offers training, development, a collaborative culture, and opportunities to progress in financial advice and wealth management.

Qualifications

• High level of proficiency across the Microsoft Office suite and Xplan.
• Ability to prioritise workload and display organisational skills.
• Deliver an exceptional customer service experience.

Responsibilities

• Understand the clients' goals with the principal adviser and implement strategies which align with these.
• Prepare client review meeting packs.
• Prepare and implement investment review documentation.
• Liaise with clients and their professional partners as required.
• Ensure all advice documents are in line with the compliance requirements of the business and legislation.
• Complete assigned tasks within the financial planning team in a timely manner.
• Provide input into improvements of our advice and client servicing systems, processes and procedures.
• Perform ad hoc general administrative tasks.

Skills

Customer service

Organisational skills

Communication skills

Proactivity

Tools

Microsoft Office

Xplan

Job description

We are a privately owned self-licensed financial advisory firm that has been operating for 31 years offering family office services to ultra-high net worth families.

An exciting opportunity exists in our growing team for a dedicated and professional Client Service Associate to work in our office based in Hawthorn.

Working closely with a Director and Principal Adviser, you will be exposed to:

Comprehensive advice to private clients, across a broad investment sphere

Ongoing training and development

A collaborative and supportive team of professionals

A client-focussed culture

The opportunity to develop and progress your career further in financial advice and wealth management.

The Role

Your responsibilities will include:

Working with the principal adviser to understand the clients' goals and objectives, and implement strategies which align with these

Preparation of client review meeting packs

Preparation and implementation of investment review documentation

Liaison with clients and their professional partners as required

Ensuring all advice documents are in line with the compliance requirements of the business and legislation

Completing assigned tasks within the financial planning team in a timely manner

Proactive input into the continuous improvement of our advice and client servicing systems, processes and procedures

Other ad hoc general administrative tasks

Skills and Experience

The suitable candidate will have the following:

High level of proficiency across the Microsoft Office suite and Xplan

Ability to prioritise workload and display organisational skills managing multiple tasks

Deliver an exceptional customer service experience

Be proactive and driven to succeed

Personal Requirements

We are looking for someone who possesses the following attributes:

Ability to work independently and self-motivated

Excellent verbal and written communication skills

High level of attention to detail with concern for quality and standard

This is a great long-term opportunity to support and grow within a highly successful advisory team.