Perpetual Limited
Associate, Perpetual Wealth Management
JuniorFull-timeHybridSydney NSW, AustraliaFinanceCustomer service and supportPeople and culturePosted 3 months ago
About the job
As an Associate, this job focuses on providing ongoing client service and high-quality support to Financial Advisers and Partners within Perpetual Wealth Management. The impact of this job is significant, as it contributes to a highly personal and compelling client experience. The team values collaboration and engagement, working together to ensure clients receive the best possible service.
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 providing a compelling client experience.📑
Coordinating documentation
Arrange and coordinate documentation for client meetings to ensure smooth operations.🔄
Managing workflow
Manage workflow to deliver to client needs while maintaining an understanding of operational processes.What we're looking for
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Minimum 2 years of financial services experience
Demonstrated experience in paraplanning or related financial services.View fit
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Experience with Xplan and CFS Edge
Proven familiarity with these financial software tools is desirable.View fit
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Client-facing experience
Experience engaging directly with clients to enhance service delivery.View fit
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