Client Service Associate Client Service Associate …

Hays Banking
in Perth, Western Australia
Permanent, Full time
Last application, 26 Sep 21
Hays Banking
in Perth, Western Australia
Permanent, Full time
Last application, 26 Sep 21
Hays Banking
See job description for details
An exciting opportunity exists for a CSA to join an award-winning private wealth advisor based in West Perth.
Your new company

A career with this wealth advisor is more than just a job. They are passionate about people and strive to create an environment that fosters growth and creates bigger futures. There's a reason the team stays with for long haul.

Your new role

Providing exceptional (and enviable) service and reporting directly to the Client Service Manager, the CSA is responsible for going above and beyond for their cohort of clients, being their point of call for all meetings, transactions and queries. CSAs are the backbone of our business and have fostered amazing rapport with our clients. Other duties that the CSA will undertake are:
  • Maintain the highest standards in relation to compliance with the law, ASIC and Austrac requirements.
  • Accurate and timely implementation of client strategies.
  • Maintain all records with a high degree of data integrity.
  • Efficient management of team schedules and accountability of the advice team.
  • Design, develop and implement internal processes and procedures; and,
  • Build effective working relationships with external providers and key stakeholders
What you'll need to succeed

Your previous experience in a similar role within this area will lead to your success, as will:
  • High level of organization.
  • Strong attention to detail.
  • Inquisitive and enjoys collating all the required information and data for tasks.
  • A strong desire to consistently deliver exceptional outcomes.
  • Work experience in financial services or similar is preferable.
What you'll get in return

In return for your dedication and hard work you'll be rewarded with:
  • Learn from some of the industry's best
  • Choose your own office and hours
  • Your personal development and growth is nurtured
  • Be rewarded for doing the right thing
  • Access to personal financial advice
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 #2558275
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.

Hays Banking logo
More Jobs Like This
See more jobs