Insignia Financial5 jobs

Client Associate

JuniorMid levelFull-timeHybridPerth, WA, AustraliaPosted 1 day agoVerified 23 hours ago
Pending fitX of Y criteria met

About the job

Shadforth Financial Group is seeking a Client Associate to join their dynamic team. This job is all about delivering exceptional client service while supporting Private Wealth Advisers and Advice Teams throughout the advice lifecycle. The team values professionalism, collaboration, and a commitment to quality, making it a fantastic opportunity for those looking to grow in the financial advisory field.

You'll be responsible for

🔗

Delivering end-to-end client service

Managing client engagement and ongoing relationship management to ensure satisfaction and trust.
📅

Coordinating client meetings

Preparing for client meetings and ensuring all advice documentation is ready and accurate.
📈

Supporting advice processes

Gathering data, conducting research, and implementing advice to support Private Wealth Advisers and Shadforth Advice Teams.

Key criteria

📊

Financial planning experience

2–4 years of experience in financial planning or client service.

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💻

CRM system proficiency

Experience with Xplan or similar CRM systems is essential.

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🗂️

Organisational skills

Strong capability in managing workflows and tasks effectively.

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5 criteria for this job
Financial planning experience
2–4 years of experience in financial planning or client service.

View

CRM system proficiency
Experience with Xplan or similar CRM systems is essential.

View

Organisational skills
Strong capability in managing workflows and tasks effectively.

View

Communication skills
Excellent written and verbal communication skills are required.

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Attention to detail
Commitment to quality and accuracy in client documentation.

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