Wealth Management Client Services Specialist

Wilsons Advisory; 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

Get notified about new Private Client Associate jobs in United States.

10,000+ Private Client Associate Jobs in United States

Private Wealth Management International Registered Client Service Associate - Bilingual: Portuguese/English

Registered Private Client Associate - Greensboro, NC

Senior Client Service Associate (Private Wealth)

Associate, Private Wealth Client Services

Client Service Associate, Private Client Group