Client Service Specialist
Hybrid
Core
Act as a key point of contact for clients to ensure clear communication and a smooth journey from advice through to implementation.
Role type
Client Services Specialist (Financial Planning)
Builds
Client onboarding, account setup, and execution of advice strategies
Domain
Financial Planning / Wealth Management
Deliverable
client delivery
Required skills
CRM systems, Microsoft Office, XPLAN, regulatory compliance, workflow management
Preferred skills
Financial planning studies (RG146 or Diploma), knowledge of financial products, XPLAN experience
Responsibilities
Manage client onboarding and account setup, collaborate with Advisers to ensure timely delivery, maintain compliance and accuracy of client records, identify opportunities to streamline processes, utilize XPLAN for data and reporting, support a high-performing team culture