Found Description
We are seeking a proactive and detail-oriented Career Client Service Associate to support 2 Senior Wealth Management Advisers in the day-to-day administration and client service activities across their high-net-worth client portfolios.
Key responsibilities include:
- Support 2 Senior Financial Advisers in the preparation and implementation of financial advice and investment proposals in an efficient and accurate manner.
- Provide superior client service by responding quickly and accurately to client requests.
- Effectively manage an email inbox that receives client communications and ensure this is adequately organised and prioritised.
- Ensure that settlements and the transfer of funds are efficiently undertaken and provide clients with relevant information as required.
- Manage the overall client relationship and communication process, ensuring regular contact and the provision of a professi...