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Form of work
SalaryAbout us
This private wealth advisory boutique firm is a highly regarded firm that offers holistic advice to their clients. Due to growth this organisation is now seeking a Client Services Officer to support a team of Senior Advisers and staff. Along with being provided ongoing professional development, you will have the opportunity to work alongside a team of people who are the best in their field. Our culture We embrace a collaborative and transparent culture with leadership that strives to make a difference, creating foundations of trust. We are thoughtful and empathic taking the time to truly understand our clients and our people and passionate about the future we help to create everyday.
Qualifications & experience
- Two years’ minimum experience working within a similar role within the financial services industry.
- Proficient with Microsoft Office, and experience using Xplan is essential.
- Knowledge of financial governance, compliance, ethical and privacy guidelines.
- Strong communication skills (both written and verbal).
- Demonstrated organisational and time management skills.
Tasks & responsibilities
- Partnering with Financial Advisors and Client Services officers to deliver exceptional customer service for our clients.
- Assist with the financial advice process from Fact Find to Implementation, including processing of documentation in Xplan, preparation of advice documents & forms.
- Assisting with regulatory obligations including the management of Ongoing Service Agreements, review meetings and our compliance requirements
Benefits
- We take care of our team first, so that they can provide the care we give our clients. To enable this, we have a wellbeing program to support our team.
