Client Services Officer

Overview:  

We are seeking a highly motivated and customer-focused individual to join our team as a Client Service Officer in the financial planning industry. The Client Service Officer will play a crucial role in delivering exceptional service to our clients by managing their inquiries, providing administrative support to financial planners, and ensuring smooth communication between clients and our firm

Responsibilities:

Client Interaction: Serve as a point of contact for clients, addressing their inquiries, requests, and concerns promptly and professionally via phone, email, or in-person meetings.

Client Onboarding: Assist in the onboarding process for new clients, including gathering necessary documentation, completing paperwork, and facilitating account setup.

Administrative Support: Provide administrative support to financial planners, including scheduling client appointments, preparing meeting materials, and maintaining client records accurately and confidentially.

Client Reviews: Coordinate and schedule regular client review meetings, ensuring all necessary documents and reports are prepared in advance.

Financial Transactions: Facilitate financial transactions on behalf of clients, such as processing deposits, withdrawals, and account transfers in compliance with regulatory requirements.

Team Collaboration: Collaborate with financial planners, investment advisors, and other team members to provide comprehensive support to clients and achieve team goals.

Qualifications:

1. Experience in finance, business administration, or a related field essential.
2. Previous experience in client service in the financial services industry.
3. Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
4. Excellent organisational skills and attention to detail, with the ability to multitask and prioritize effectively.
5. Proficiency in Microsoft Office Suite and experience in client management software such as Xplan or Compass.
6. Knowledge of financial planning concepts, investment products, and regulatory requirements is preferred.
7. Ability to maintain confidentiality and handle sensitive information with discretion.

As this is a new position in a growing team, we are willing to offer full-time or part-time for the right candidate!