Client Service Assistant Client Service Assistant …

Hays Banking
in Perth, Western Australia
Permanent, Full time
Last application, 04 Jan 22
Hays Banking
in Perth, Western Australia
Permanent, Full time
Last application, 04 Jan 22
Hays Banking
See job description for details
A wealth Management company based in the eastern suburbs is looking at adding a Client Service Assistant
Your new company

This Wealth Management company is Perth-based, privately owned and operated by the financial advisors who work in the business. The focus is on developing personalised and very effective investment, finance and tax planning strategies.

Your new role

In your new role as Client Service Assistant, it is open to full time or part time employment. In this role your duties will included but not limited to:
  • Managing emails and answering the phones.
  • Booking meetings.
  • Opening accounts and processing forms.
  • Following up clients to implement their actions.
  • Preparing reports.
  • Printing and binding advice documents.
  • Coordinating client events.
  • Handling various project-based work throughout the year
What you'll need to succeed

Your previous experience in a similar role within this area will lead to your success, as will:
  • You're a generally organised person who likes to get things done right.
  • You will go the extra mile to get the best outcome for our clients.
  • You enjoy interacting with people to solve their problems and make their life easier.
  • Ideally you would have experience in a Financial Advisory business however this is not essential.
What you'll get in return

In return for your dedication and hard work you'll be rewarded with:
  • Attractive salary
  • Permanent role open to full time or part time
  • Eastern suburb's location
  • Friendly and hardworking team
What you need to do now
If you're passionate about this role, click 'apply now' or for more information and a confidential discussion or to find out about other opportunities in Banking contact Rory Jackson at Hays on 08 9265 9133 or email

At Hays, we value diversity and are passionate about placing people in a role where they can flourish and succeed. We actively encourage people from diverse backgrounds to apply.

LHS 297508 #2587232
Company Overview

About Hays
Hays is the leading global specialist recruiting group. We are the experts at recruiting qualified, professional and skilled people worldwide, being the market leader in Asia Pacific and the UK and one of the market leaders in Continental Europe and Latin America. We operate across the private and public sectors, dealing in permanent positions, contract roles and temporary assignments.

Hays believes the right job can transform a person's life and the right person can transform a business. They are passionate about connecting candidates with the right job for them.

Hays operates in over 40 locations throughout Australia and New Zealand. They find permanent jobs for over 15,000 people a year and temporary and contract assignments for over 25,000 people a year and at any one time employ over 20,000 temporaries and contractors.

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