Job Description

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Client Relationship Associate

Advertiser: Shadforth Financial Group3.3 out of 53.3 overall rating (27 employee reviews) More jobs from this company

Job Information

Job Listing Date
12 Jun 2019
Location
Sydney, North Shore & Northern Beaches
Work Type
Full Time
Classification
Banking & Financial Services, Financial Planning

Client Relationship Associate

  • Outstanding career opportunity
  • Diverse and interesting variety of work
  • Permanent full time position in Sydney

We currently have an opportunity for a Client Relationship Associate to join the Shadforth team.

Based in North Sydney, the position of Client Relations Associate is an essential element of the Shadforth Financial Group (SFG) service delivery strategy. The role is primarily responsible for providing professional and administrative support to Private Client Advisers and high quality service to clients.

Key Responsibilities

  • Provide the highest quality pro-active support to clients, Private Client Advisers and SFG leadership team.
  • Perform centralised administration functions including XPLAN account opening, data entry/data integrity checking, client report preparation.
  • Manage incoming and outgoing client correspondence.
  • Support our client and advice procedures.
  • Assist our Advisors and leadership team with key projects; implementation of strategies and where appropriate, attend client meetings
  • Prepare correspondence and reports as directed in an accurate and timely manner.
  • Office management, including mail collection and other general administration duties. 

To Be Successful In This Role You Will Possess

  • Proven client service experience in financial service sector preferred.
  • XPLAN knowledge essential.
  • An undergraduate degree in a finance or business related stream. Achievement of, or working towards, compliance with Regulatory Guide 146
  • Ability to develop and maintain personable client relationships.
  • Ability to operate within a collaborative team environment.
  • Able to work under pressure and meet timelines.
  • Excellent verbal and written communications skills
  • Excellent attention to detail.

Benefits

  • We offer development opportunities at an ASX top 200 company
  • A professional, supportive and friendly culture
  • A range of corporate benefits

This position requires the ability to multi-task, work under pressure and meet timelines. If you are confident and pro-active in your approach to your work, like to work in a collaborative environment and are willing to accept responsibility for your role, then we are interested in talking with you.

How to apply:

Please submit your resume with a covering letter by clicking on the "Apply Now" button below.

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that only short listed candidates will be notified.

No recruitment agencies.

 

Part of the IOOF group
  • Outstanding career opportunity
  • Diverse and interesting variety of work
  • Permanent full time position in Sydney

We currently have an opportunity for a Client Relationship Associate to join the Shadforth team.

Based in North Sydney, the position of Client Relations Associate is an essential element of the Shadforth Financial Group (SFG) service delivery strategy. The role is primarily responsible for providing professional and administrative support to Private Client Advisers and high quality service to clients.

Key Responsibilities

  • Provide the highest quality pro-active support to clients, Private Client Advisers and SFG leadership team.
  • Perform centralised administration functions including XPLAN account opening, data entry/data integrity checking, client report preparation.
  • Manage incoming and outgoing client correspondence.
  • Support our client and advice procedures.
  • Assist our Advisors and leadership team with key projects; implementation of strategies and where appropriate, attend client meetings
  • Prepare correspondence and reports as directed in an accurate and timely manner.
  • Office management, including mail collection and other general administration duties. 

To Be Successful In This Role You Will Possess

  • Proven client service experience in financial service sector preferred.
  • XPLAN knowledge essential.
  • An undergraduate degree in a finance or business related stream. Achievement of, or working towards, compliance with Regulatory Guide 146
  • Ability to develop and maintain personable client relationships.
  • Ability to operate within a collaborative team environment.
  • Able to work under pressure and meet timelines.
  • Excellent verbal and written communications skills
  • Excellent attention to detail.

Benefits

  • We offer development opportunities at an ASX top 200 company
  • A professional, supportive and friendly culture
  • A range of corporate benefits

This position requires the ability to multi-task, work under pressure and meet timelines. If you are confident and pro-active in your approach to your work, like to work in a collaborative environment and are willing to accept responsibility for your role, then we are interested in talking with you.

How to apply:

Please submit your resume with a covering letter by clicking on the "Apply Now" button below.

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that only short listed candidates will be notified.

No recruitment agencies.

 

The application form will include these questions:
  • Which of the following statements best describes your right to work in Australia?
  • Have you completed a qualification in financial planning?
  • What's your expected annual base salary?
  • Have you completed a RG146 compliance training course?

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