Woods & Co Recruitment with a highly regarded Melbourne boutique wealth management firm to appoint a high-calibre Client Service Officer to support a team of Advisers managing high-net-worth and ultra-high-net-worth clients.
What's in it for you?
- $65,000 - $85,000 + Super
- Work with HNW and UHNW clientele
- Clear career progression into a Senior CSO role
- Genuine involvement in client relationships
- Direct exposure to complex client strategies and sophisticated portfolios
- Supportive, collaborative team culture
What you’ll do:
- Manage client onboarding, including preparation of documents and compliance requirements
- Liaise with platforms, fund managers and product providers
- Coordinate client review meetings and prepare documentation packs
- Assist with preparation and implementation of SOA and ROA
- Handle client queries in a professional and timely manner
- Support advisers with portfolio administration and reporting requirements
What we’re looking for:
- Previous experience in a client service role within private wealth or financial planning
- Strong understanding of financial products
- Exceptional written and verbal communications
- Ability to manage multiple priorities in a fast paced environments
- Experience with industry CRM platforms
If you're as passionate about this position as we are, then please don't delay and APPLY NOW! We are interviewing immediately. For a confidential discussion please call Xavier on 0439 565 880 or email xavier@woodsco.com.au Woods & Co Recruitment is committed to creating a positively diverse and inclusive workforce that values all backgrounds and experiences. We do not discriminate and encourage applications (no matter age or status) from Aboriginal and Torres Strait Islander people, people from culturally and/or linguistically diverse backgrounds, all members, and genders of the LGBTQI community and people with disability.
*only shortlisted candidates will be contacted (italics)#SCR-xavier-carew
Share to LinkedIn
Share to Facebook
Print description