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Client Service Associate
Investment Advisory division
Professional Services Firm
Work with the Advisors and Associate Advisors
Due to growth within our Investment Advisory Group, we have an opportunity for a CSA- Client Service Associate- to provide high quality and timely administrative support to the Advisors and Associate Advisors.
The Client Service Associate is required to provide administration support to the Advisors and Associate Advisors and to assist in the provision of responsive, accurate and high quality investment advisory and investment management services to a designated client base.
This includes:
- All administrative aspects of custodianship
- Portfolio administration and recordkeeping on behalf of clients, including purchases and sales of securities, managed funds and term deposits
- Production of quarterly reports
- Managing correspondence
- Facilitating banking transactions related to the investment portfolios
Ideally you will have 2 years experience in a similar role within a financial planning firm. Whilst you must demonstrate an attention to detail, coupled with excellent time management skills, you will also possess the ability to learn quickly. You will have the ability to prioritise and manage multiple tasks and develop rapport with clients and staff alike and work in a team environment.
Like to know more? Discover the Pitcher Partners Difference and visit our website at mycareer.com.au
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