Client Services Administrator- Private Wealth
Core
Support Senior Financial Advisers in delivering advice and ongoing service to Private Wealth clients.
Role type
Client Services Administrator
Builds
Accurate and timely implementation of investment and superannuation advice for Private Wealth clients
Domain
Financial Services / Private Wealth
Deliverable
client delivery
Required skills
Investment product knowledge, Financial planning software proficiency, Client file management, Database maintenance
Preferred skills
Experience with Statement of Advice (SOA) and complex client reviews
Responsibilities
Respond to customer enquiries within agreed timeframes, Execute investment and superannuation advice implementation, Liaise with Advisers for SOA and client Review implementations, Maintain client files and contact database
Seniority
Junior, 1-2 years experience
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