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05

Jun

2018

Private Wealth Client Services Officer

Supporting a small team of Financial Advisors, the Client Services Officer will play an important role in supporting the delivery of high quality advice to a private client base.

The role

Respond to client calls and correspondences in a timely manner

  • Assist  clients with non advice enquiries 
  • Liaise with Financial Advisors and Paraplanners and prepare and process paperwork for existing and new clients
  • Provide assistance in preparing Records of Advice and Statements of Advice
  • Manage client data on programmes such as Praemium, Xplan, Class, Microsoft Outlook/Office etc.;
  • Provide backup assistance to Reception in the management of telephones, mail, emails and general office duties as required
About you

To be successful in this role, you would ideally have

  • Experience in Client Services in a Financial Planning/Finance environement
  • Familiarity with Self Managed Superfund and Equities
  • RG146 Compliant (preferred)
  • Excellent verbal and written communication skills
Like to know more?

To submit your application, in strict confidence, please apply online using the appropriate link. Alternatively, for a confidential discussion, please contact Amrish Jusrut in our Melbourne office on 03 8637 7332.

WMMELB

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