Your new company

The role is within a reputable Wealth Management business, which services individuals, families and institutions investing in both domestic and international markets.

Your new role

The Client Service Associate’s role is the ability to deal with Financial Advisors and their clients. To be successful in this role, you will need to demonstrate knowledge of the financial advice process, financial markets and products. This role will deal specifically with Chinese clients and therefore the successful candidate will need to be fluent in English & Mandarin.

• Facilitation of all client queries and adviser requests
• Client on-boarding, including preparation of account documentation, creation of client records and assist with maintenance of client accounts and records
• IPO and corporate action allocation management
• Preparation of client valuations, asset allocations and reporting as required
• Assist in client asset transfers, including cash, both domestically and internationally
• Process and monitor stock settlements, including following up with clients regarding outstanding funds.
• Prioritise competing adviser requests in a fast-paced environment
• Assist with logistics and planning for The Asia Practice’s client events
• Provide ad hoc translation for marketing purposes

What you'll need to succeed

• Tertiary qualifications in a relevant discipline e.g. Finance. Ideally, a finance related degree, CPA/CFA is a bonus
• Fluent in Mandarin (written and verbal)
• Looking for passion/interest in financial markets and keen to grow their finance career long term
• RG146 qualified or willing to study RG146, which would be client funded
• Self-motivated, quick learner and enthusiastic

What you'll get in return

An excellent opportunity for an initial 12 month contract with a strong potential for the role to turn permanent after this period. The role offers hybrid working and would suit someone with a high level of resilience and a strong ability to prioritise tasks.

What you need to do now

Please apply now or email your CV to philip.lewis@hays.com.au to be shortlisted. Please ensure you have at least 1 year of work entitlements in Australia.