Client Success Associate
2 weeks ago
We are seeking an experienced Client Onboarding Specialist to join our team at Spark Private Wealth. This is an exciting opportunity for a skilled professional to leverage their expertise in client onboarding and contribute to the growth of our wealth management business.
About the Role:
The successful candidate will be responsible for onboarding new clients, processing transactions, and maintaining accurate records. They will also be involved in coordinating critical and complex requirements, ensuring seamless service delivery, and collaborating with internal teams to resolve queries and requirements.
Key Responsibilities:
- Onboard new clients and process transactions in a timely and efficient manner.
- Ensure accurate records and reports, including portfolio statements and MIS updates.
- Coordinate critical and complex requirements with internal teams to ensure seamless service delivery.
- Collaborate with external teams to resolve queries and requirements and provide exceptional service to clients.
Requirements:
This role requires a minimum of 7 years of relevant experience in client servicing for wealth management products. The ideal candidate should possess a service-oriented approach, excellent communication skills, and the ability to work in a fast-paced environment. A strong understanding of wholesale client services, financial markets, and regulations is essential for success in this position.
Salary and Benefits:
We offer a competitive salary of approximately $120,000 per annum, commensurate with experience, and access to ongoing training and development opportunities.
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