Junior Client Service Executive
Advice Lab · Colombo
Job description
About the role
As part of our client support team, you'll work closely with Australian Financial Advisers, contribute to smooth and accurate review processes, and help maintain the high standards our clients trust us for. If you're someone who takes initiative, enjoys problem‑solving, and values being part of a supportive, growth‑oriented workplace, you'll fit right in.
Key responsibilities
- Conduct product research within the financial planning universe.
- Manage client review meetings and document preparation.
- Liaise with advisers and carry out allocated system tasks.
- Perform weekly audits on implementations.
- Understand and meet stakeholder expectations.
Required profile
- Minimum 6 months experience in BPO industry or banking operations.
- Degree or professional qualification in Business Management, International Business, CIMA, or ACCA (students encouraged to apply for practical training agreements).
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Published 2 hours ago
Expires 1 month from now
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Advice Lab
Colombo
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