Client Services Officer
Core
Support Financial Advisers by maintaining accurate client portfolios, managing appointments, and providing administrative and reception services.
Role type
Client Services Officer (Administrative/Reception)
Builds
Client portfolio accuracy, scheduled appointments, and efficient office workflow
Domain
Wealth Management / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Client service delivery, portfolio reconciliation, financial planning software proficiency, appointment management, data entry, document management, MS Office (Word, PowerPoint, Excel), attention to detail, organizational skills
Responsibilities
Deliver quality service to clients in written and verbal form, prepare reconciled client review reporting, liaise with fund managers, manage appointment bookings and document management, maintain accurate client data, provide general administrative support (mail, printing, filing, scanning)