Are you looking for client services or advisor assistant roles working within Wealth Management in Melbourne? Interested in starting your career as a client services representative with a fast-growing financial services firm in the wealth management division? Apply today to this client service representative role in Melbourne! Company profile – Wealth Management You will be joining a well-established financial services organisation with 25 years of experience and over 170 people across Australia.
They offer expertise to business owners, entrepreneurs and high-growth individuals in a variety of services including wealth management, accounting and business advisory, corporate and capital advisory and ESG advisory. This growing team are on the hunt for bright grads to join and kickstart their careers in finance.
Job description – Client Services Representative In this Client Service Representative role, you will sit in the Wealth Management division, working within one of the teams providing support to financial advisors. You will support the team providing exceptional client service and will be liaising with clients ensuring all documentation is correct to ensure smooth processes.
Job responsibilities – Client Services Representative As a client service representative, your duties will include, but not be limited to:
- Support and nurture relationships with clients
- Managing incoming inquiries via email or calls and assist as needed
- Coordinate applications lodgements, withdrawals, and investments
- Maintain ongoing service programme and review workflow for clients
- Manage and coordinate review schedule
- Coordinate client invoicing
- Maintain clients' files, including scanning and filing of documents
- Other administrative tasks and inquiries
Offering a fantastic 6-month training and onboarding programme, great progression and different pathways to take your financial career in the future Job requirements – Client Services Representative - Educated to degree level in a relevant field (E.g. Financial Planning, Business, Economics)
- Desire/interest to pursue a career in financial planning/financial advisory
- Excellent communication skills, both written and verbal
- Comfortable taking calls and speaking with clients over the phone
- Excellent attention to detail
- A positive team player
- Problem-solving abilities
- Effective multi-tasking skills
