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.
We are currently seeking a highly motivated and skilled Client Services Officer to join their team 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 fulfil 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 workplace 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 Jayden Morris on 0481 549 *** or at *******@andersenpartnership.com for a confidential discussion.
Note: Only shortlisted candidates will be contacted for an interview.