Australia/New Zealand Client Service Associate
On-site
Core
Form relationships with high-net-worth clients to support them in navigating their financial futures and manage operational aspects of the firm's relationship with them.
Role type
Client Service Associate (operational/back-office)
Builds
Operational support for high-net-worth clients and brokerage house coordination
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Client communication, account management, documentation handling, transfer issue resolution, operational task execution
Responsibilities
Communicate with high-net-worth clients by phone and email, Fulfill operational tasks between FIA and brokerage houses, Establish and clear accounts, Resolve documentation and transfer issues, Work with Investment Counsellors to ensure operational excellence