Client Services – Financial Services
Core
Support Financial Advisers in implementing client financial plans and review strategies, managing administration and client communication.
Role type
Advice Implementation Specialist (Client Services Officer)
Builds
Implementation of financial planning strategies and review advice
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning implementation, client communication, document management, data accuracy, system coordination, cash balance management, discrepancy resolution
Preferred skills
MS Office proficiency, analytical mindset, critical thinking, proactive problem solving, team collaboration
Responsibilities
Manage day-to-day tasks to implement clients' Financial Plan and review strategies, Liaise with Fund Managers to collect client information and inform of strategy changes, Complete and follow up all administration activities for strategy implementation, Compile and issue accurate Letters of Confirmation (LOC), File all clients' documentation, Manage Cash Balance accounts for clients each month, Respond to client inquiries and ensure appropriate follow-up, Coordinate changes of client details on internal systems and with external agencies, Identify discrepancies with client data and correct them
Seniority
Individual Contributor