Client Services Associate

Global Financial Services Firm - Wealth Management - 12 month Temp Contract Full Time - Brisbane CBD

Your new company

This Client Services Associate position is with a global financial services company that provide wealth management services.

Your new role

The Client Services Associate works with the financial advice team and is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. You must be a self-starter with the ability to work across the team and across the firm to respond quickly and accurately to client questions and concerns. The Client Services Associate is an integral member of the financial advice team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner.

The Client Services Associate will be tasked with:

• Facilitation of all administrative client queries
• Client on-boarding, including preparation of account documentation, creation of client record in MSWM systems
• Arrange and assist with maintenance of client account and records, in line with current AML/CTF, KYC Regulations
• IPO and corporate action allocation management
• Preparation of client valuations, asset allocations and reporting as required
• Assist in client asset transfers, including cash, both domestically and internationally
• Process and monitor stock settlements, including follow up with clients regarding outstanding funds
• Prioritise competing adviser requests in a fast-paced environment
• Establish and maintain relationships with other internal stakeholders and departments
• Participate in department cross-training as required
• Participate in process development initiatives to increase efficiencies
• Proactively notify client/s and financial advice team of any issues recommending a solution and timeframe
• Comply with the ethical standards contained within the Company Code of Conduct
• Adhere to Company policies and procedures, regulatory and legislative requirement

What you'll need to succeed

• Proven experience in a Client Services Officer capacity within the Financial Services space (Essential)
• RG146 qualification required, or ability to study & obtain this when onboarded

What you'll get in return

• 12 month temp contract with potential for permanency
• Work from home flexibility
• $47.73 per hour + super

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

#2850572