Job Title

Direct message the job poster from CANDOR RecruitmentOur clients are a specialist wholesale advice firm, focused on delivering sophisticated, personalised wealth management solutions to high-net-worth individuals, family offices, and business owners.The ideal candidate will have experience working with UHNW family groups and sophisticated wholesale advice.About the roleYour responsibilities will include:Building relationships to support the advisers in delivering financial advice to clientsImplementation of Statement of Advice and Record of AdviceUtilise Excel to manipulate data, produce reports and create new reportsWorking with clients and institutions to gather information and implement recommendationsAssisting with client investment reportingLodgement of ad hoc forms, applications and paperworkSkills and experience12 months experience working with UHNW clients and wholesale adviceExcellent communication skills you must be comfortable speaking to clients & colleaguesMust have strong experience with Excel; ability to manipulate data, produce reports and create new reportsBachelors degree in Finance or relatedStrong organisational and administrative skillsBenefits and perksOpportunity to start your Professional YearStrong focus on training, support and personal/professional developmentDirect contact with clients and professional networkPerformance-related bonus structurePlease apply if you have the relevant experience or email masood.khan@candorrecruitment.com.au your resume for a confidential conversation.Seniority levelSeniority levelAssociateEmployment typeEmployment typeFull-timeJob functionJob functionFinance, Analyst, and AdministrativeReferrals increase your chances of interviewing at CANDOR Recruitment by 2xGet notified about new Client Services Manager jobs in Melbourne, Victoria, Australia.Melbourne, Victoria, Australia 2 weeks agoMelbourne, Victoria, Australia A$100,000 - A$100,000 3 weeks agoMelbourne, Victoria, Australia 2 weeks agoMelbourne, Victoria, Australia A$95,000 - A$95,000 20 hours agoMelbourne, Victoria, Australia 2 days agoClient Relationship Manager (Air Logistics)Melbourne, Victoria, Australia 2 weeks agoRichmond, Victoria, Australia 3 weeks agoMelbourne, Victoria, Australia 1 week agoWest Footscray, Victoria, Australia 1 day agoMelbourne, Victoria, Australia 2 weeks agoMelbourne, Victoria, Australia 3 weeks agoMelbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 2 weeks agoCustomer Solutions Team Leader - Melbourne, VICMelbourne, Victoria, Australia 2 weeks agoCustomer Solutions Manager - Melbourne, VICMelbourne, Victoria, Australia 2 weeks agoManager - Operations and Business TransformationMelbourne, Victoria, Australia 1 week agoCustomer Service & Administration ManagerMelbourne, Victoria, Australia 10 hours agoMelbourne, Victoria, AustraliaA$110,000.00-A$130,000.003 days agoMelbourne, Victoria, Australia 2 days agoMelbourne, Victoria, Australia 2 days agoPremium Client Manager / Relationship Manager (CFD''s)Melbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 1 week ago126126-Regional Service Management Position-Dealers Management Assistant (Graduate Role)Melbourne, Victoria, Australia 3 weeks ago126126-Regional Service Management Position-Dealers Management Assistant (Graduate Role)Melbourne, Victoria, Australia 3 weeks agoAccount Manager Support (Maternity Cover)Melbourne, Victoria, Australia 2 weeks agoMelbourne, Victoria, Australia 3 days agoMelbourne, Victoria, Australia 1 month agoProcess Excellence Manager (Financial Services)Melbourne, Victoria, Australia 2 days agoMelbourne, Victoria, Australia 4 days agoMelbourne, Victoria, Australia 3 days agoMelbourne, Victoria, Australia 22 hours agoHead of Digital CX & Marketing TechnologyMelbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 6 days agoWere unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr