Client service implementation specialist, Randstad

Client service implementation specialist

Randstad

Location:
Australia, Sydney

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job offer has expired

Job Description:

In this role, you will work alongside multiple financial advisers and support them with implementation of complex advice strategies. Your responsibilities will include but won’t be limited to administrative duties, implementation of advice, SOA/ROA drafting, and liaising with fund providers and clients for follow ups.

Job Responsibility:

Administrative duties
Implementation of advice
SOA/ROA drafting
Liaising with fund providers and clients for follow ups

Requirements:

3 - 5 years experience working in a client service role in financial planning
Strong advice implementation experience
Understanding of complex investment advice
Exposure to HNW and wholesale advice highly regarded (however not essential)
Relevant degree

Nice to have:

Exposure to HNW and wholesale advice

What we offer:

Attractive salary package
Career development opportunities - Client relationship, Paraplanning, Professional Year etc
Hybrid work available
Great culture

Additional Information:

Job Posted:
May 29, 2025

Expiration:
June 05, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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