Commonwealth Bank
Client Services Associate
JuniorFull-timeHybridBrisbane QLD, AustraliaAdministrationCustomer service and supportWealth managementPosted 2 months ago
About the job
The Client Service Associate position at Pitcher Partners Brisbane is an exciting opportunity for motivated individuals looking to build a career in Wealth Management. This job plays a crucial role in delivering exceptional service to clients while supporting the Client Service Manager and Advisers. The team values collaboration, growth, and a vibrant culture, making it a fantastic place to develop your skills and career.
You'll be responsible for
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Onboarding and offboarding clients
Managing the onboarding and offboarding processes to ensure a smooth experience for clients📋
Preparing meeting materials
Creating and organizing materials for Adviser-client meetings to facilitate effective discussions🗂️
Maintaining client records
Keeping client information up-to-date in XPLAN and ensuring accuracy in all recordsWhat we're looking for
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Business or finance qualification
Possession of a relevant qualification in Business, Finance, or Financial Planning.View fit
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Client interaction skills
Experience interacting confidently with staff at all levels.View fit
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Organisational abilities
Demonstrated ability to manage high-volume workflows efficiently.View fit
View more
