Perpetual Limited3 followers49 jobs

Associate, Perpetual Wealth Management

JuniorFull-timeHybridBrisbane QLD, AustraliaCustomer service and supportWealth managementFinancial consultingPosted 6 months ago
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About the job

Join the dynamic team at Perpetual Wealth Management as an Associate, where you will work closely with Advisers and Clients to provide exceptional service. This job offers a fantastic opportunity to contribute to a wide range of wealth management services while being part of a supportive and collaborative environment. The team values a culture of stretching boundaries, taking ownership, and making a meaningful impact.

You'll be responsible for

📅

Participating in client meetings

Attend and actively participate in client meetings to support Financial Advisers in delivering exceptional client experiences.
🔄

Overseeing implementation of advice

Oversee the implementation of advice recommendations and keep clients updated on progress.
📊

Managing workflow

Manage workflow to deliver to client needs while maintaining an understanding of operational processes for other teams.

Key criteria

🕒

2+ years industry experience

Demonstrated experience in customer service within the financial sector.

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✍️

Excellent communication skills

Proven verbal and written communication abilities for client interactions.

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📅

Strong time management skills

Ability to effectively prioritize tasks and manage deadlines.

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Meet the team

About the company

View your fit

5 criteria for this job
2+ years industry experience
Demonstrated experience in customer service within the financial sector.

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Excellent communication skills
Proven verbal and written communication abilities for client interactions.

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Strong time management skills
Ability to effectively prioritize tasks and manage deadlines.

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Relationship building expertise
Experience fostering strong connections with clients and colleagues.

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PC literacy in Word and Excel
Proficient in using Microsoft Word and Excel for documentation and analysis.

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