Adviser Service Associate, Wealth Management – Perth | Australia

Job Position: Adviser Service Associate, Wealth Management – Perth
Job Description: Macquarie Group Limited – Perth, WA – About the role We are seeking individuals looking to establish their career in Financial Services by joining a high performing team in the role of Adviser Service Associate. As someone looking for long term growth, you will have the opportunity to learn about Wealth Advice operations from the ground up by supporting a team of experienced Client Service Associates (CSA’s) and their aligned Wealth Advisers. Key responsibilities include, but are not limited to: Timely completion CSA and Adviser requests across a range of systems and processes Actively participating in team meetings with a ‘continuous improvement’ mind-set to better client and adviser outcomes Working collaboratively with peers to ensure requests are completed accurately and that client records are maintained appropriately. Establish and maintain relationships with internal stakeholders and departments Becoming a ‘go to’ person for all administration tasks with a continuous focus on our legislative, risk management and rep…see more details

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Note: This advertisement for Adviser Service Associate, Wealth Management – Perth maybe valid for one month from the date it was posted, so don’t miss the chance and apply now!

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