Client Services Officer
Core
Manage client workflows, implement financial advice documentation, and coordinate asset transfers for a private wealth firm.
Role type
Client Services Officer (Operations Support)
Builds
Client account documentation and asset transfer processes
Domain
Financial Services / Wealth Management
Required skills
Financial services operations, Xplan platform, asset transfer coordination, regulatory compliance, portfolio reporting, stakeholder communication, document management, system administration, process coordination, quality assurance
Preferred skills
Panorama platform, Macquarie platform, 3+ years experience
Technologies
Xplan, Panorama, Macquarie
Responsibilities
Prepare and lodge documentation to implement financial advice (SoAs), manage asset transfers by liaising with product providers, update advisers on application status, assist in preparing quarterly investment reports, maintain system knowledge of Xplan and key platforms, provide general administrative support, ensure compliance with firm policies, coordinate workflow priorities with Operations Manager
Seniority
Mid-level, hands-on IC