Client Services Associate - Private Wealth
Core
Support Private Wealth Advisers in client relationship management and administrative duties for HNW and Ultra HNW clients.
Role type
Client Services Associate (Private Wealth)
Builds
Client service delivery and administrative support for a national Private Wealth organisation
Domain
Private Wealth / Financial Services
Deliverable
client delivery
Required skills
Client relationship management, financial services administration, financial services software proficiency, database management
Responsibilities
Respond to client enquiries within agreed timeframes, maintain client files, maintain the client contact database, support financial advisers with administrative duties
Seniority
Mid-level, hands-on IC
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