Client Associate
Hybrid · Australia
Core
Client-facing associate serving as the primary contact for new clients and managing daily client relationships within a financial planning team.
Role type
Client Associate (Financial Planning Support)
Builds
Client service interactions and internal team coordination workflows
Domain
Financial Planning / Wealth Management
Deliverable
client delivery
Required skills
Client services experience, Financial planning process knowledge, Investment platforms experience
Preferred skills
Certificate IV or Diploma in Financial Services (Financial Planning Support)
Responsibilities
Responding to client queries, Coordinating work across the team, Covering reception
Seniority
Individual Contributor