Back to search results

Sorry, this job is no longer being advertised.

The job you are trying to view is closed and the advertiser is no longer accepting applications through MyCareer. Ads typically run for between 7 and 30 days, but can be removed earlier at the advertiser's discretion.

Find a current job listing using our Advanced Search below.

Client Service Account Manager- Financial Planning/Private Advisors

Culture of Excellence!

Private Banking Environment

Excellent Career Path

Our client is an Employer of Choice in the business and they are currently undertaking a substantial expansion in the Australian Market. This growth phase is particularly exciting as they pride themselves on fostering ????? ????? that shares knowlege and opportunities across the business. If you are a person that is excited and motivated by career growth then this is the organization for you.

As a Client Services Executive you will be responsible for full support to the Senior Advisers and be the first point of contact for clients. You will work closely with the paraplanners to ensure a smooth and informed client process and communication is delivered. As a senior member of the team, you will act as mentor and point of reference for the team members, with peer review a significant part of team success.

Person
As a star performer within your current position you are dedicated to your work. You have high attention to detail, are a quick learner, show client focus and have a proven ability to identify and implement initiatives.

Responsibilities
Your responsibilties will be to liaise with the clients on the implementation and management of their portfolio, review the client portfolios and make appropriate investment recommendations.
Report on client portfolios across a number of different asset classes to inlcude; managed funds, property trusts, australian and international equities, fixed interest products as well as alternative investments.
You will also source and interpret research from stockbrokers, and provide strategic advice for existing clients under the supervision senior members of the team.

Experience
Minimum 2 years expereicne in a similar client services role within a financial planning environment
Degree qualified preferable
RG146 Compliant
Diploma of Financial Planning and Investment or equivalent highly regarded.

This is a very exciting opportunity to join a growing organization - please send your resume today or call ????? ?????-Jones on (??) ???? ???? for a confidential chat.