Client Services
6 days ago
About the Role
We're looking for a friendly, organised, and proactive student to support our client servicing and administrative operations. This role gives you the chance to gain practical experience in a wealth advisory environment while interacting with clients, managing coordination tasks, and keeping daily operations running smoothly.
If you enjoy helping others, staying organised, and want a flexible part-time role that fits around school, this might be perfect for you.
What You'll Do
1) Client Servicing Support
- Assist with basic client enquiries and follow-ups
- Help prepare documents, reports, and meeting materials
- Provide a welcoming and professional experience for clients during appointments
2) Administrative Responsibilities
- Handle appointment scheduling and calendar coordination
- Update records, organise files, and maintain accurate documentation
- Support day-to-day operations to ensure smooth workflow
3) Team & Operations Support
- Communicate updates with the team and ensure tasks are completed on time
- Assist with simple outreach messages or reminders
- Contribute to improving processes and organisation when needed
Who We're Looking For
- Local undergraduates seeking a part-time role
- Warm, personable, and able to interact well with others
- Responsible and detail-oriented with good organisational skills
- Confident communicator in English (Mandarin a bonus for liaising with Mandarin-speaking clients)
- Able to manage tasks independently and take initiative
- Comfortable committing at least 12 hours per week
What You'll Gain
- Hands-on experience in client relations and administrative operations
- Insight into the wealth management industry and advisory workflow
- Improved communication, coordination, and customer service skills
- A supportive environment where you can learn, grow, and build professional confidence
How to Apply
Send us your resume together with your LinkedIn profile link. We look forward to hearing from you
Job Types: Part-time, Student job
Pay: Up to $15.00 per hour
Expected hours: 12 – 18 per week
Benefits:
- Flexible schedule
- Professional development
Work Location: In person
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