Client Services Officer
Core
Act as a critical link between clients, financial advisors, and support staff to manage client service tasks and ensure an outstanding client experience while maintaining compliance standards.
Role type
Client Services Officer
Builds
Client service operations and financial planning document processing
Domain
Financial Advice / Wealth Management
Deliverable
client delivery
Required skills
Financial planning knowledge, compliance management, document processing, schedule management, regulatory adherence (RG146)
Preferred skills
Xplan, Salesforce, MS Office Suite, financial products understanding
Responsibilities
Serve as primary contact for client inquiries, prepare and process financial planning documents, support advisors with scheduling and meeting prep, handle compliance requirements, identify opportunities to improve client satisfaction and operational efficiency