This is a great opportunity for a career orientated market professional to join a well-established financial services organisation as a Client Service Associate

Dealing with Ultra high net worth clients and very intelligent colleagues, our client is keen to meet with individuals who have had at least two plus years’ experience in stockbroking / Financial Planning / client service / operations or are currently a Client Service Associate/ Advisor assistant looking for a new opportunity. Supporting 3 Senior advisors and one associate advisor, this is a mature and busy desk. This role has a positive mix of administration, on-boarding, transitions, and client service-related duties, will be involved in corporate deals, client meetings, operational functions, will need a thorough understanding of all KYC and AML rules, compliance and risk. This is a high performing desk and are keen to partner with either a career focused CSA or someone who in time will look to build a career in the advice space.

The client will provide a great working environment with a busy and positive culture. Our client is keen to meet with candidates who are settled, career driven, will be focused on providing quality client service to the advisors and their client base. A strong knowledge of equities and wealth operations are essential. RG 146 is required.

If you pride yourself on your work practice, are organised, thorough in operation and are a positive and driven individual, then please apply.

For further details please contact Luke Cuni at GOW Recruitment on 0413 839 375 or apply below.