Senior Client Service Officer
Core
Senior point of contact for clients in an Australian advice business, managing day-to-day client experience, workflows, and onboarding for a growing client base with cross-border needs.
Role type
Senior Client Service Officer (Financial Advice)
Builds
Client service workflows, onboarding processes, and ongoing service arrangements for financial advice clients.
Domain
Financial Advice / Wealth Management
Deliverable
client delivery
Required skills
Client communication, advice workflow management, financial planning software, onboarding documentation, compliance standards, process improvement, mentoring junior staff, cross-border asset handling, UK pension transfers, fee consent tracking.
Preferred skills
Mentoring experience, UK pension expertise, compliance/quality assurance exposure, modern advice technology (Marloo), financial planning qualification.
Technologies
Financial planning software, research tools, modelling tools, Marloo, CRM.
Responsibilities
Act as senior point of contact for client queries; manage new client onboarding and documentation; coordinate client meetings and review cycles; ensure compliance and quality of client records; mentor junior client services staff; identify process bottlenecks and improve workflows.
Seniority
Senior, hands-on IC with mentorship responsibilities.