Perpetual Limited
Associate, Perpetual Wealth Management
JuniorFull-timeHybridBrisbane QLD, AustraliaCustomer service and supportWealth managementFinancial consultingPosted 4 months ago
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
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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.What we're looking for
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2+ years industry experience
Demonstrated experience in customer service within the financial sector.View fit
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Excellent communication skills
Proven verbal and written communication abilities for client interactions.View fit
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Strong time management skills
Ability to effectively prioritize tasks and manage deadlines.View fit
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