Minchinmoore is hiring a Client Service Officer to assist clients in implementing financial advice.
The role involves completing necessary paperwork, managing account establishment processes, and ensuring timely communication with advisers.Key responsibilities include setting up client access to Xplan Touch, preparing portfolio reports, and general administrative support.
Proficiency in Xplan and robust attention to detail are essential for ensuring compliance and timely advice implementation.
J-*-Ljbffr
📌 Client Services & Implementation Specialist New South Wales
🏢 Minchinmoore
📍 New South Wales
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.