E&P Financial Group6 jobs

Client Services Associate - Private Wealth Management

JuniorMid levelFull-timeOfficeBrisbane QLD, AustraliaPosted 4 weeks agoVerified 12 hours ago
Pending fitX of Y criteria met

About the job

The Client Services Associate position at E&P Financial Group is a fantastic opportunity for someone who thrives in a supportive role within the Private Wealth Management team. This job is all about ensuring that the Advisers can focus on their clients while you handle the essential behind-the-scenes tasks. The team values collaboration and a positive approach, making it a great fit for those who enjoy working in a dynamic environment.

Meet the team

About the company

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You'll be responsible for

🤝

Providing support to Advisers

Offering technical and administrative support to Advisers to ensure smooth operations.
📋

Assisting with client onboarding

Helping with client onboarding requirements and account opening processes.
🏢

Supporting office operations

Ensuring the smooth day-to-day operations of the Brisbane office and providing operational support between offices.

Key criteria

📊

Financial services experience

Proven experience in financial services or wealth management roles.

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📝

Relevant qualifications

Qualifications in Commerce, Finance, or related fields.

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🔍

Attention to detail

Demonstrated ability to manage multiple tasks with precision.

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4 criteria for this job
Financial services experience
Proven experience in financial services or wealth management roles.

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Relevant qualifications
Qualifications in Commerce, Finance, or related fields.

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Attention to detail
Demonstrated ability to manage multiple tasks with precision.

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Technological proficiency
Experience with financial software and tools for client support.

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