Client Services Associate | wealth management
- Permanent / Full Time
About the business;
Blake Oliver Consulting are excited to be working with a living legacy business who is an accredited leader in the investment banking, securities, investment management and wealth management services. A pioneering, solution led, challenge overcoming global winning firm.
Role & Responsibilities;
Being part of a key function within the business, your team’s role is to confidently deal with the clients, Financial Advisors & each other against time frames and service levels. Your time in the role will be spent on-boarding clients, including preparation of account documentation and creation of client records using internal systems. As well as arranging and assisting with maintenance of client account and records, in line with current AML/CTF, KYC Regulations. IPO and corporate action allocation management is also a responsibility. Preparation of client valuations, asset allocations and reporting as required will also be tasked during your time in the role. Assist in client asset transfers, including cash, both domestically and internationally in addition to credit control is to be expected. There will be many ad hoc projects, opportunities & challenges to exercise whilst diversify your skill set.
The role is well suited to someone who is coming with experience from a wealth management or financial planning organization, having spent time operating in a similar capacity. An education in Finance, Business or Economics coupled with RG146 qualification (or willingness to obtain) is highly regarded. The platform is here & the time is now for someone who is looking to better expose, enrich and excite their career in the wealth management industry.
For a confidential conversation and further insights, sue the contact details as follows,
Daniel Elliott | email@example.com | 0451547630