Client Services Officer
Core
Support financial advisers by managing client documentation, processing applications, and handling administrative tasks within the financial advice lifecycle.
Role type
Client Services Officer (Administrative Support)
Builds
Client application files, processed documentation, and accurate client records for financial service providers.
Domain
Financial Services / Wealth Management
Required skills
Client administration, Financial advice process knowledge, Xplan proficiency, Microsoft Office, Document processing, Client communication, Record keeping, Prioritization
Preferred skills
RG146 qualification, Process improvement mindset
Responsibilities
Prepare and check client documentation and application forms, Coordinate application lodgement with clients and third parties, Respond to client phone enquiries regarding account updates, Liaise with advisers to resolve outstanding information, Maintain accurate client records in Xplan, Assist with reporting and general administration
Seniority
Junior to Mid-level, hands-on IC