Job Description

Client service associate | Investment Operations

Company:

This prestigious wealth management firm is seeking an experienced Client service associate from a similar wealth management/Portfolio Administration firm or a graduate with strong excel, Microsoft office and a genuine passion for Investments will also be considered for the role. 

Role:

In this role you will work with a team of highly successful private wealth advisers who are managing UHNW investment portfolios.  You will be a strong internal support working closely alongside the advisers as part of a small team to support client portfolios.   Initially the role will be quite administrative/operations focused and overtime will develop your client skills at the ultra high net worth end.    

Experience/skills required:

• Degree qualified preferably a degree in Finance, Financial planning, accounting
• Strong numerical ability 
• Excellent with Excel and Microsoft office 
• Passionate about Investments, Financial advice and Financial Markets

This role would appeal to someone who wants to get more experience in the Family office space, the role has a mixture of financial operations/investment administration support and client service experience tasks.This requires a hard working, mature minded individual who really wants to build their career in the ultra high net worth space.

Benefits:

Working in a high achieving office, this role will see you interacting closely with  advisers, providing strong portfolio administration, client data management and administration support.  Your tasks will be varied, ever changing, challenging and complex, giving you lots of autonomy and accountability.

If this is the role you're looking for, I'm interested in interviewing immediately so please call Rosie Keegan on 02 9216 6728 or send your cover letter and resume via the 'APPLY' link on this website.