E&P Financial Group
2 interested7 jobs

Client Services Associate - Private Wealth Management

JuniorMid levelFull-timeOfficeBrisbane QLD, AustraliaPosted 5 months agoVerified 18 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.

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.

View

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

View

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

View

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

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