Client Service Associate
Core
Provide end-to-end administrative and operational support for high-net-worth client portfolios, including onboarding, account maintenance, and compliance.
Role type
Client Service Associate (Wealth Management Operations)
Builds
Client accounts, portfolio reports, and operational workflows for high-net-worth individuals
Domain
Wealth Management / Financial Services
Required skills
Client account administration, KYC/AML/CTF compliance, financial advice process knowledge, portfolio reporting, asset transfer processing, stakeholder communication
Preferred skills
Tertiary qualifications in Finance/Commerce/Accounting, RG146 industry qualification
Technologies
None stated
Responsibilities
Managing client enquiries and administrative requests, Preparing and processing new account documentation, Maintaining client records in line with AML/CTF and KYC requirements, Supporting account maintenance and asset transfers, Preparing portfolio reports and valuations, Coordinating client events and stakeholder communications
Seniority
Entry to Mid-level, operational support