Senior Client Services Officer
Core
Onboarding new client accounts, implementing financial advice, 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
Deliverable
client delivery
Required skills
Client onboarding, investment platform management, asset transfer processing, buy/sell execution, withdrawal and contribution handling, financial institution liaison
Preferred skills
Experience in financial planning client services, confidence with investment platforms
Responsibilities
Onboard new client accounts, prepare and implement advice documents, manage asset transfers and transactions, liaise with financial institutions
Seniority
Senior, hands-on IC
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