Wealth Management Client Services Professional
18 hours ago
Estimated Salary: $60,000 - $80,000 per annum.
At Click and Connect Online Limited, we are seeking a detail-oriented Wealth Management Client Services Professional to join our team. The ideal candidate will have strong organisational skills, attention to detail, and a proactive approach to handling client service tasks.
About the RoleThe successful candidate will be responsible for addressing client queries and inquiries related to their investments, maintaining the efficiency and accuracy of client documentation, managing communications, and supporting the advisory team's daily activities.
Key Responsibilities- Client Support: Address client inquiries and provide exceptional service, ensuring prompt and professional responses to investment-related queries.
- Client Documentation: Prepare, process, and maintain client documentation, ensuring all records are accurate and current.
- Communication Management: Act as the primary contact for clients, managing communications and ensuring timely responses.
- Data Management: Maintain and update client databases and records, ensuring data integrity and confidentiality.
- Compliance and Procedures: Assist in ensuring all client interactions and documentation comply with regulatory requirements and company policies.
- Coordination: Collaborate with financial advisors and other team members to facilitate client services and ensure seamless operations.
- Experience: 2+ years of experience in a client service role, preferably within the financial services or wealth management industry.
- Education: A relevant degree or certification in administration, finance, or a related field is preferred.
- Organisational Skills: Strong organisational and multitasking abilities, with a keen eye for detail and accuracy.
- Communication Skills: Excellent verbal and written communication skills, with the ability to interact professionally with clients and team members.
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