Private Client Service Specialist
2 weeks ago
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Spark Private Wealth is seeking an Investment Support Professional to join its private client service team. The ideal candidate will have a strong background in wealth management, excellent communication skills, and a passion for delivering best-in-class client experiences.
Key ResponsibilitiesThe successful candidate will be responsible for:
- Providing exceptional support to high net worth clients, ensuring their needs are met and exceeded.
- Delivering tailored investment solutions, taking into account clients' financial goals and risk tolerance.
- Maintaining accurate records, including portfolio statements and client documentation.
- Coordinating with internal and external teams to ensure seamless execution of client transactions.
To succeed in this role, you must possess:
- A minimum of 7 years of relevant experience in handling client servicing for wealth management products.
- A service-oriented approach, with a strong focus on delivering exceptional client experiences.
The salary for this role is estimated to be between $120,000 - $180,000 per annum, depending on experience.
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