Senior Client Services Officer
Hybrid · Australia
Core
Onboarding new client accounts, implementing financial advice documents, and managing the practical execution of investments.
Role type
Senior Client Services Officer (Financial Planning)
Builds
Client investment portfolios and financial advice implementation
Domain
Financial Planning / Wealth Management
Required skills
Client onboarding, Investment platform management, Financial advice implementation, Asset transfer processing, Stakeholder liaison, Time management
Responsibilities
Onboard new client accounts, Prepare and implement advice documents, Manage practical side of investments (buys, sells, withdrawals), Liaise with financial institutions, Ensure timely and high-standard completion of tasks
Seniority
Senior, hands-on IC