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Senior Client Specialist
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3 days ago183 views
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General Details
Location:
Advertised By:Agency
Company Name:Job Placements
Job Type:Full-Time
Description
About the Role:
Were looking for a Senior Client Specialist to drive excellence in Broker Consultant (BC) support, lead product expertise initiatives, and strengthen the Wealth & Investments front-office Centre of Excellence.
This role combines product mastery, advanced client engagement, operational accuracy, and strategic insight serving as a senior influencer in the client value chain.
What Youll Do includes but limited to:
- Provide specialist product and technical support to BCs on complex client cases and bespoke solutions
- Manage high-level client escalations requiring deep investment and product knowledge
- Interpret product rules, fund performance, and market trends to guide internal teams
- Design and deliver advanced product and capability training for distribution teams
- Drive continuous improvement of processes, knowledge tools, and service workflows
What Youll Bring:
Qualifications and Experience
- Bachelors Degree
- Investment or finance-related qualification preferred
- Minimum 4 years in Investment Advisory or Wealth/Asset-Management client services
Skills and Attributes
- Strong knowledge of investment products and regulatory frameworks
- High-level accuracy, analytical ability, and problem-solving skills
- Professional client interaction and confident handling of escalations
Competencies:
- Maintains professional, high-quality service in high-pressure situations
- Takes ownership, works accurately, and maintains strong compliance discipline
Why Join Us:
Youll be part of an organisation that genuinely puts people first our clients, our colleagues, and our communities. We believe that excellence and empathy go hand in hand, and that every interaction is an opportunity to make a difference.
Here your work matters, your
https://www.jobplacements.com/Jobs/S/Senior-Client-Specialist-1244607-Job-Search-12-4-2025-10-28-11-AM.asp?sid=gumtree
Id Subtitle 1343805101
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Job Placements
Selling for 11 months
Total Ads3.15K
Active Ads3.15K
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