Client Service Officer, Jacaranda
About the job
Perpetual Group, an ASX-listed company based in Sydney, Australia, is on the lookout for a proactive and dedicated Associate to join the Jacaranda team within Perpetual Wealth Management. This dynamic job focuses on delivering exceptional client service while supporting Advisers and ensuring high-quality service for clients. The team thrives in a detail-oriented, fast-paced environment, where collaboration and a commitment to client success are paramount.
You'll be responsible for
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Arranging and coordinating documentation for client meetings
You will be responsible for ensuring all necessary documentation is prepared and organized for client meetings, facilitating smooth interactions.📅
Managing Adviser diary and booking appointments
This involves overseeing the Adviser's schedule, arranging appointments for reviews and advice presentations while adhering to business protocols.🗂️
Assisting Advisers with compliance and record keeping
You will help Advisers complete file notes and manage client records in line with compliance standards, ensuring accuracy and adherence to regulations.Key criteria
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Client service experience (12-18 months)
Demonstrated experience in financial planning support roles.View
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Relevant qualification preferred
Diploma or degree in Finance, Business, or related field.View
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Relationship management skills
Proven ability to build and maintain client relationships.View
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