Client Services Associate

Wilsons Advisory; City of Brisbane; On-site; AUD 65,000 - 75,000; Full time

Job summary

A financial services firm in Brisbane is seeking a Client Services Associate, Wealth Management. The role involves assisting financial planners, managing client relationships, and providing excellent client service. The ideal candidate should have at least two years of experience in a client support role and possess strong communication skills. This position offers the opportunity to work in a dynamic team.

Qualifications

• At least two years’ experience in a client support or customer-facing role.
• High level of attention to detail.
• Professional, approachable, and client-focused mindset.

Responsibilities

• Assist the Financial Planners in preparing financial advice proposals.
• Provide superior client service and manage client relationships.
• Prepare Excel spreadsheets for portfolio analysis.

Skills

Client support experience

Attention to detail

Strong communication skills

Client-focused mindset

Job description

Overview

We are seeking a Client Services Associate, Wealth Management to join our team in the Brisbane office. This is an exciting opportunity to work within a dynamic team dedicated to delivering superior service to our clients.

Responsibilities

• Assist the Financial Planners/Advisers in the preparation and implementation of financial advice and investment proposals in an efficient and accurate manner.
• Prepare Excel spreadsheets for portfolio analysis.
• Provide superior client service that builds strong client relationships by responding quickly and appropriately to client requests.
• Manage the overall client relationship and communication process, ensuring regular contact and a professional, personalised service.
• Provide efficient and broad administration support to the Investment/Financial Advisory team.
• Initiate the new client process by arranging for the necessary paperwork to be sent to clients and ensuring the appropriate supporting documents are gathered.
• Maintain ongoing client reviews in accordance with relevant compliance criteria.
• Collaborate closely with internal teams including Equity Operations, IMS and Compliance to ensure a seamless client experience.

Qualifications

• At least two years’ experience in a client support or customer-facing role.
• High level of attention to detail.
• A professional, approachable, and client-focused mindset.
• Strong communication skills, sound judgement, and the ability to deliver under pressure.
• Commitment towards delivering exceptional outcomes.

How to apply

Please send your applications to [e-mail] (Deni Healey, Head of Client Services).