Aware Super
Client Service Officer, Jacaranda
JuniorFull-timeHybridSydney NSW, AustraliaFinanceCustomer service and supportPeople and culturePosted 6 months ago
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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.Skills you'll need
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Financial planning support experience
Having 12-18 months of experience in a financial planning support position is essential for success in this job.🤝
Excellent relationship management skills
Strong interpersonal skills are crucial for building and maintaining relationships with clients and stakeholders.💻
Proficiency in Microsoft Office Suite
Being skilled in Microsoft Office Suite is necessary for daily tasks and communication.View more