Client Services Officer

TAP has partnered with a reputable wealth management firm dedicated to providing exceptional financial advice and services to their valued clients. With a commitment to excellence and a client-centric approach, our client strives to deliver comprehensive solutions that meet their clients’ financial goals. Due to a maternity leave cover we are currently seeking a highly motivated and skilled Client Services Officer to join their team on a 15 month contract and contribute to their continued success. About the role: As a Client Services Officer, you will play a pivotal role in supporting the Financial Advisors and ensuring the smooth operation of their wealth management services. Key Responsibilities: Provide support to Financial Advisors in managing client caseloads and handling transactions. Manage diary appointments, respond to client queries, and fulfill advisor requests. Prepare client documents for meetings, including Statements of Advice (SOA), Record of Advice (ROA), and advice disclosure documents. Monitor revenue and commissions to ensure accurate payments and receipts. Maintain and manage client data in the XPlan system. Assist in ensuring compliance with regulatory protocols, building compliance standards, and practices. Coordinate business development activities and follow up with prospective clients. Collaborate with the Financial Advisor in arranging client meetings. Contribute to general office administration tasks as needed. About You: To succeed in this role, you should possess the following qualifications, skills, and attributes: Excellent planning and organizational skills to manage multiple tasks effectively. Experience in a wealth management firm looking after HNW clients Ability to work collaboratively in a team environment and support colleagues. Results-driven mindset with a focus on achieving client satisfaction. Well-developed verbal and written communication skills to interact with clients and colleagues. Strong computer skills, including proficiency in Word, Excel, PowerPoint, and XPlan. A diploma or relevant tertiary qualification would be highly regarded. If you are a self-motivated individual with a passion for wealth management, we would love to hear from you. Please contact Jade Vaughan on 0439 722 *** or at ********@andersenpartnership.com for a confidential discussion. Note: Only shortlisted candidates will be contacted for an interview.