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Associate - Wealth Management

• HNW Clients
• Leading Financial Service Provider
• 70K Base + Super

The Company

This is one of the premier financial services organisations in Australia. They provide fantastic career growth opportunities internally and the best training in the Advice industry. They have a strong reputation in the market for it’s commitment to providing holistic, tailored advice to their customer base. With strong relationships within the financial services community their philosophies and processes give them a competitive advantage within the marketplace.

The Role

An exciting and varied role where you will be the first point of contact for clients while supporting two advisors. The team will be assisting senior advisors ensuring their clients are taken care of and helped when needed. You will be working with an experienced team and helping clients with requests. You will actively manage the administration processes and have the power to help implement new processes when needed..

Your Experience

You will have at least 2 years of experience in client service/administration roles within the financial services industry.

RG146 is

Strong customer service focus

High attention to detail

To apply online, please click on the appropriate link.

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

Skills

Client Service and Financial Planning

Qualification

RG146

Education

Post Graduate Diploma

Randstad