Client Service Associate
Vor 6 Tagen
Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner. Essential Duties and Responsibilities Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance Process, submit, and service all account paperwork / requests; follow through to completion utilizing paperless procedures (including eSignature) where available Assist in preparation of consolidated performance reporting on a monthly / quarterly basis Maintain CRM database; define and ensure adherence to appropriate client service models Manage multiple and competing priorities daily in pursuit of business objectives Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and / or Abilities Advanced computer skills (Outlook, Word, and Excel) are essential Excellent communication skills, both verbally and in writing Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once Ability to build relationships with clients and internal partners Education and / or Experience Bachelor's degree in a business-related field preferred The ideal candidate will have 5+ years of experience in the financial services industry allowing for a good understanding of broker / dealer operations and financial services products, and basic financial planning concepts. Previous experience in small business culture preferred Benefits None Growth Potential Yes. Transition to Full Time position with benefits Office with personalized Laptop Provided Hybrid / Remote Work Potential After training is completed Flexible Work Hour Can design own schedule at start Hiring Procedure Submit Resume, Phone Call Interview, In Person Interview Work Attire Business Casual #J-18808-Ljbffr
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Client Service Associate
Vor 6 Tagen
Perth, Österreich Kestra Financial Independent Advisor VollzeitA financial advisory firm in Australia is seeking a Client Service Associate to assist Financial Advisors with client interactions and documentation tasks. The ideal candidate will have over 5 years of experience in financial services, strong communication skills, and advanced computer abilities. Responsibilities include client meeting preparations, managing...
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Client Services
Vor 2 Tagen
Perth, Österreich The Andersen Partnership VollzeitBase pay range A$75, / yr - A$92, / yr Position Client Services Associate / Client Services Manager – Perth The Andersen Partnership is hiring for Client Service Associates & Client Service Managers in Perth. This role is for individuals with experience in Wealth Management to join expanding financial planning teams. The roles offer exposure to all aspects...
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Client Services
vor 2 Wochen
Perth, Österreich The Andersen Partnership VollzeitBase pay range A$75,000.00/yr - A$92,500.00/yr Position Client Services Associate / Client Services Manager – Perth The Andersen Partnership is hiring forClient Service Associates & Client Service Managers in Perth. This role is for individuals with experience in Wealth Management to join expanding financial planning teams. The roles offer exposure to all...
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Valuations Senior Associate | Growth
Vor 4 Tagen
Perth, Österreich Grant Thornton Llp (Us) VollzeitA renowned accounting and advisory firm is seeking an Associate or Senior Associate in Perth to join their Valuations team. The role involves preparing accounting valuation reports and establishing relationships with clients, supporting a broad array of projects from startups to large-scale assets. Candidates should have a solid background in accounting or...
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Wealth Client Services Specialist – Perth
Vor 2 Tagen
Perth, Österreich The Andersen Partnership VollzeitA leading financial planning firm in Perth is seeking Client Services Associates and Managers with experience in Wealth Management. This full-time position involves assisting clients with financial advice across various areas, including investments and insurance. Candidates should possess a relevant degree and strong communication skills, along with at least...
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Client Service Manager
vor 2 Wochen
Perth, Österreich Xprt Dev Vollzeithome_work On-site Posted 1 day ago An Exceptional Opportunity with a Leading Financial Planning Practice This is an amazing opportunity to join a fantastic, well-established financial planning business based in West Perth. You’ll be part of an outstanding team within an organisation that genuinely values its people, their strengths, and their long-term...
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Client Services Specialist
Vor 6 Tagen
Perth, Österreich Insignis VollzeitOverview Insignis Cash Solutions is a fast-growing, Cambridge and London based FinTech company looking for an enthusiastic individual to join our busy team. We are expanding, making this a perfect position if you'd like to have a significant impact on a company's early growth and to develop your role and career as the business evolves. Our ideal candidate...
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Perth, Österreich Rutherford Briant VollzeitA leading tax advisory firm in Tasmania seeks a Private Client Tax Associate Director to manage a diverse portfolio of personal clients including high-net-worth individuals. The role involves supporting tax planning initiatives, reviewing compliance tasks, and developing junior team members. Ideal candidates will have ACA or ACCA and CTA experience along...
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Investor Services
Vor 4 Tagen
Perth, Österreich NAB VollzeitA leading financial services organization in Perth seeks to hire a dedicated individual for client relationship management. The successful candidate will be responsible for servicing client relationships, communicating market updates, and producing necessary financial documents. Ideal applicants should possess a FASEA accredited Bachelor's degree or...
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Wealth Planning Associate: Paraplanning
Vor 2 Tagen
Perth, Österreich Perpetual VollzeitA leading wealth management firm seeks an Associate in Perth to provide professional support to our advice team and assist high-net-worth clients. The role requires a minimum of 2 years' experience in paraplanning or a related field, with excellent verbal and written communication skills. We value an inclusive culture and offer up to 6 weeks of leave, hybrid...
