Client Services Officer
Core
Client-facing coordination role supporting financial advice delivery, client onboarding, and implementation of financial strategies.
Role type
Client Services Officer (Financial Advice Support)
Builds
Client onboarding processes, financial advice documentation (ROAs, SOAs), and client action plans
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client communication, document coordination, financial research and calculations, compliance adherence, process improvement, financial modelling tools proficiency
Preferred skills
Adviser support experience, client-facing experience, team collaboration, autonomous work
Technologies
Adviserlogic, Midwinter, Xtools+
Responsibilities
Coordinate client documents for financial advice delivery, provide research and calculations for client goals, manage client follow-up actions for strategy implementation, coordinate delivery of SOAs and ROAs with paraplanning team, ensure compliance standards, contribute to company process improvements
Seniority
Mid-level, hands-on IC