Client Services Officer
Core
Support Senior Financial Advisers in providing advice and ongoing service to new and existing clients, ensuring professional delivery and increasing adviser productivity.
Role type
Client Services Officer
Builds
Client relationships and administrative functions for financial advisory clients
Domain
Financial Services
Deliverable
client delivery
Required skills
client relationship building, administrative management, application processing, compliance reporting, process improvement
Preferred skills
experience in financial services, excellent communication, attention to detail
Responsibilities
Build strong client relationships to anticipate future needs; manage client service and administrative functions; onboard new clients; complete implementation processing and follow-up; review and improve processes; assist with monthly reporting and compliance requirements
Seniority
Mid-level, hands-on IC