Client Service Associate - Wealth / Financial Planning
External
Gow Recruitment · South Yarra, Stonnington AreaFull-timeOn-site1mo ago
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About the role
We are seeking a proactive and detail-oriented Client Service Associate - Wealth / Financial Planningto support 4 Senior Advisers in the day-to-day administration and management of client portfolios and financial planning operations. Key responsibilities include assisting with trade execution and settlements, off market / B2B transfers, client communications, client onboarding, preparation and processing of advice and account documentation, SOAs and ROAs, FoFA administration, and liaising with ...
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