... join the team as a Client Service Associate. This role is supporting ... tasks, whilst also supporting the Client Service function in regards to Private and High Net Worth Clients. Duties & Responsibilities: - Daily investment administration ...
... Manager | CanberraWe are seeking a Client Manager to join our National ... extensive regional branch network. Our Client Manager is responsible for providing best in class service for a key portfolio of diverse commercial clients and will work closely with ...
... and stable client base. The culture is positive, ... for the following: Client relationship management Staff management Workflow management The provision of high quality advisory, consulting and compliance services CANDIDATE The successful candidate will ...
... focus on providing exceptional customer service and value to all of their clients, this role is essential to ... to support faultless delivery of services to clients, including Brokers, Legals, Accountants, Sales ...
... to be a calm, helpful service to our clients Convenient, central location You’ll enjoy ... through a range of human services. We encourage career progression – be ... passion for delivering outstanding customer service, be able to work at ...
... including the Investment Operations team, Client Relationship Managers, the Client Service team, Portfolio Managers, and third- ... desire to help our clients, and those who rely on ... strategies to provide our clients with reliable and transparent returns, ...
... holding regularly scheduled calls with clients when applicableAct as the internal ... : 1+ years of Account Management, Client Services or Digital Marketing ExperienceExperience building relationships to grow business. Clients think of you as a “ ...
... you: 5+ years selling financial services to HNW private investors Clean record with ASIC and APRA Strong and proven track record of acquiring HNW wholesale clients High sales activities including high ...
... levels delivering clear status on service delivery and efficiency Strong experience ... impactful communicator and manager of senior stakeholders, both written and verbal, ... business processes, ideally in financial services Team player: ability to build ...
... serve the worlds most sophisticated clients using leading technology and exceptional service. As the Executive Assistant, you will be responsible ... within the organization is encouraged, senior leaders are accessible, and you ...