Client Services Officer (Wealth Management)
Core
Provide end-to-end administrative and implementation support to a team of Financial Advisers, managing client records, account administration, and workflows.
Role type
Client Services Officer (Wealth Management)
Builds
Client service delivery and adviser practice operations
Domain
Financial services / Wealth Management
Deliverable
client delivery
Required skills
Xplan, Microsoft Office, client record management, account administration, meeting coordination, diary management
Preferred skills
SMSF experience, RG146 qualification
Responsibilities
Prepare and maintain accurate client records, manage account administration (contributions, withdrawals, changes), assist with client review preparation, coordinate client communications, maintain adviser workflows in Xplan, manage meeting coordination and diary management