Client Services Officer – Sydney Cbd – Financial Planning Team – Hybrid Working & Career Development
Core
Provide administrative support, coordinate client service activities, and process transactions for Financial Advisers and Partners in a wealth management division.
Role type
Client Services Officer (Administrative Support)
Builds
Client portfolios and financial planning operations
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
client relationship management, investment administration, compliance documentation, financial planning platforms (Xplan, Netwealth, BT Wrap, Macquarie Wrap), Microsoft Office
Responsibilities
Prepare client documentation and reports, process investment applications and withdrawals, maintain accurate client records, coordinate client service activities, respond to client enquiries, support team operations
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