Client Services Administrator- Private Wealth
Core
Support Senior Financial Advisers in delivering advice and ongoing service to Private Wealth clients.
Role type
Client Services Administrator
Builds
Investment and superannuation advice implementation for Private Wealth clients
Domain
Financial Services / Private Wealth
Deliverable
client delivery
Required skills
investment product knowledge, financial planning software proficiency, client file management, database maintenance
Responsibilities
Respond to customer enquiries within agreed timeframes, execute investment and superannuation advice implementation, liaise with Advisers for Statement of Advice and client Review implementations, maintain client files per audit checklist, maintain client contact database
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