Client Services Officer
Core
Support financial advisers by managing client documentation, processing applications, and handling client inquiries to ensure accurate and timely service delivery.
Role type
Client Services Officer (Administrative Support)
Builds
Client application files, processed documentation, and updated client records
Domain
Financial Services / Advice Administration
Required skills
Client administration, Financial advice process knowledge, Xplan, Microsoft Office, Written communication, Verbal communication, Attention to detail, Prioritization
Preferred skills
RG146 qualifications
Responsibilities
Prepare and process client documentation and application forms, Coordinate application lodgement with clients and third parties, Respond to client phone enquiries regarding account updates, Liaise with advisers and external providers to resolve queries, Maintain accurate client records in Xplan, Assist with reporting and general administration