Client Service Associate - Wealth / Financial Planning
GOW Recruitment ·www.gowrecruitment.com
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We are seeking a proactive and detail-oriented Client Service Associate - Wealth / Financial Planningto support 4 Senior Advisers in the day-to-day administration and management of client portfolios and financial planning operations.
Key responsibilities include assisting with trade execution and settlements, off market / B2B transfers, client communications, client onboarding, preparation and processing of advice and account documentation, SOAs and ROAs, FoFA administration, and liaising with product providers and internal stakeholders.
You will also support portfolio administration, investment implementation, compliance processes, and client relationship management.
To be successful, you will have:
This is an excellent opportunity to join one of Australia’s leading / largest wealth management firms in a collaborative and professional team environment.
For further details please contact Luke Cuni at GOW Recruitment on 0413 839 375 or apply below
Key responsibilities include assisting with trade execution and settlements, off market / B2B transfers, client communications, client onboarding, preparation and processing of advice and account documentation, SOAs and ROAs, FoFA administration, and liaising with product providers and internal stakeholders.
You will also support portfolio administration, investment implementation, compliance processes, and client relationship management.
To be successful, you will have:
- Minimum 2 years’ experience in financial planning administration, adviser support or client services
- Experience with producing simple and complex SOAs, ROAs, OFAs and Fee Disclosure Statements
- RG146 compliance
- Strong understanding of financial planning strategies, superannuation and investment products
- Strong working knowledge of financial planning strategies and products including wealth protection, superannuation, non-Super investment solutions.
- Excellent attention to detail, organisational and communication skills
- Intermediate to advanced Microsoft Office skills
This is an excellent opportunity to join one of Australia’s leading / largest wealth management firms in a collaborative and professional team environment.
For further details please contact Luke Cuni at GOW Recruitment on 0413 839 375 or apply below
Frequently asked questions
Who is hiring for the Client Service Associate - Wealth / Financial Planning role?
GOW Recruitment is hiring for the Client Service Associate - Wealth / Financial Planning position, a Shazamme client. Apply directly on the employer's career site.
Where is the Client Service Associate - Wealth / Financial Planning job located?
The Client Service Associate - Wealth / Financial Planning role with GOW Recruitment is based in Melbourne, VIC, AU.
What does the Client Service Associate - Wealth / Financial Planning role pay?
GOW Recruitment lists the Client Service Associate - Wealth / Financial Planning role at AUD 90,000–100,000 per year.
Is the Client Service Associate - Wealth / Financial Planning role full-time or contract?
This is a full time position at GOW Recruitment.
What experience level is the Client Service Associate - Wealth / Financial Planning role?
The Client Service Associate - Wealth / Financial Planning position is aimed at junior-level candidates.
How do I apply for the Client Service Associate - Wealth / Financial Planning role at GOW Recruitment?
Apply directly on GOW Recruitment's career page via the Apply button on this listing. ZammeJobs links straight through to the employer's ATS — no third-party form, no resume database.