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Client Services Associate

Elite Talent Solutions - Melbourne, VIC

Source: uWorkin


  • Boutique financial advisory business – CBD location
  • High nett wealth client base
  • Great team environment

Our client is a successful privately-owned financial consultancy business that provide a range of financial advice and services to high-net wealth clients from property advocacy, superannuation investments, taxation and accounting services.

They are now seeking an experienced CSA to join their team and provide support and assistance to both the team and their clients.

Your role will include:

  • Responsibility for client service requirements for a selected client list within the firm
  • For your client list you will be the initial point of contact for all client enquiries, including assisting the advisers in client communication and reporting
  • Occasionally attend client meetings with the advisers & associate advisers
  • Set up of New Clients Account including the establishment of SMSFs
  • Preparation of annual taxation information for all clients/accountants
  • Liaise with Internal and External Accountants and answer Tax Queries
  • Keep client database information up to date
  • Occasionally assist with telephone and other reception duties (mostly over lunch breaks and overflow)

To be successful in this position you must have excellent written and verbal communication skills, experience managing SMSF or Investment administration (pre'd), the ability to work with a high level of accuracy and attention to detail and prioritise tasks to ensure you are able to met the demands of processing the correct documentation and paperwork for clients as required.

To apply, please forward your resume to the link provided for immediate consideration or call Sonia on 0412 177 560 for a confidential discussion.