Premium Client Service experience from a Fund Manager, Platform provider or WRAP? A rare opportunity to service HNW clients!

Succession Recruitment is Sydney's top financial services specialist recruitment agency. Our client is an industry leading Global Boutique Investment Firm who currently have a vacany for a premium Client Service Executive.

Why is this job for me?

Deal with Private and Institutional clients, including ultra-high-net-worth!
Utilise your premium Client Services experience to be a key contact for a wide range of products and services
Great CBD location
Join a leading Global Boutique Investment firm!

As part of this broad client services role responsibilities will include but not be limited to:

• Monitoring all inbound communications from clients (emails, phone calls) and responding to queries in an appropriate and timely manner
• Prioritising daily tasks appropriately so that client requests are always attended to as a matter of urgency
• Managing each client interaction uniquely and professionally
• Recording all communications accurately and completely in the CRM system
• Documenting and maintaining internal procedures covering the business processes for all aspects of client servicing and administration
• Participating in the development of the CRM system with the IT team by suggesting enhancements, conducting user-acceptance-testing and providing feedback
• Working closely with the service provider to ensure client instructions are processed within the agreed timeframes, data integrity is maintained in the register and issues are being raised with the company as and when they occur
• Ensuring that non-standard daily processing issues, such as deficient documentation and account queries or complaints are carefully and sensitively managed and resolved timeously
• Working with the applications and information available from the service provider and building processes around this to enable efficient and professional servicing of clients
• Working closely with the business development teams and assisting them as and when required in their client facing roles and providing appropriate administrative support.

To be considered for this role, you will need to have:

Strong experience dealing with ultra-high-net-worth clients
3-5 years Client Services experience within WRAP, Super or Investments
Had exposure to Platforms and dealing with Financial Advisors and Dealer Groups
Related degree and an RG146 qualification
Superior interpersonal and communication skills
Excellent corporate and polished presentation
Australian Citizenship or Permanent Residency

This is a great opportunity for your next step in a career with Premium Private and Institutional Clients!

This role requires a multi-skilled person with a passion for servicing HNW Clients. If you have the skills and experience as detailed above, please upload your Resume NOW! Or contact Jacqueline Chang at Succession Recruitment on Ph. 02 9230 0665.

Client Service Consultant- HNW, Private & Institutional Clients

Succession Recruitment The Rocks NSW 2000

Succession Recruitment

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