Client Services Liaison
14 hours ago
We are seeking a highly skilled Client Services Liaison to join our team at Curiska Financial Services. The ideal candidate will have 2 years of experience in Financial Services, preferably in Wealth Management.
About the RoleThis is an excellent opportunity for a dedicated and organized individual to work as part of a highly professional support team. The successful candidate will be responsible for ensuring that portfolio managers maintain excellent relationships with clients and deliver outstanding services.
Key Responsibilities- Provide administrative support to portfolio managers
- Ensure timely and accurate completion of tasks
- Maintain excellent communication skills to build strong relationships with clients
- 2 years' experience in Financial Services, preferably in Wealth Management
- Hard working and able to meet deadlines
- Excellent administration and interpersonal skills
- Proficiency in Microsoft Office, particularly Word and Excel
- Awareness of anti-money laundering and know your client/due diligence requirements (preferred)
$60,000 - $80,000 per annum, based on location and experience
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