Client Services Executive
Core
Providing high-level administrative support to financial planners and managing client communications and account implementation tasks.
Role type
Client Services Executive (Administrative Support)
Builds
Administrative workflows for financial advice implementation
Domain
Banking & Financial Services
Deliverable
dashboards & analysis
Required skills
Calendar and inbox management, high-level numeracy, Microsoft Office Applications, verbal and written communication, attention to detail, time management
Responsibilities
Providing administrative and clerical support to financial advisers, ensuring effective communication flow between clients and the business, handling paperwork for advice implementation including self-managed superannuation funds and share trading, preparing client reports, responding to client queries and liaising with third parties regarding accounts
Seniority
Individual Contributor, mid-level support role