- 12-month fixed-term contract
- Office location in Sydney CBD
- Gain hands-on experience as you start your career in wealth management

About Ord Minnett (Ords) Ord Minnett is a leading Australian wealth management group providing institutional broking, corporate finance, full-service stockbroking, financial planning, and funds management services. With a history spanning over 150 years, Ord Minnett is a highly respected name in the Australian investment landscape.

The Team The Operations team is responsible for providing the Client Service & Administration across a full suite of Ord Minnett products including, direct equities, managed investment, structured products and reporting services.

The Role:

We are currently seeking an enthusiastic and organised Client Services Officer to join our New Accounts team in the Sydney office on a 12-month fixed-term basis .

Our Primary focus is to ensure all client requests are processed within a timely manner to consistently meet service standards while ensuring a seamless service experience to our clients. In this role you will provide a seamless service experience to Ord Minnett’s clients.

Primary Responsibilities

- Data interpretation and data entry, ensuring account maintenance is accurately completed
- New accounts created in a timely manner across all products ensuring that the criteria of each product is met




- Support adviser network through more complex account creation (international requirements, various documentation for platforms, options/warrants accounts).
- Co-ordinate onboarding process for new advisers/clients.
- Deceased estate cases are processed according to regulatory requirements and appropriate correspondence is sent within service standards.

About You The ideal candidate will have:

- Proven ability to prioritise work and meet agreed deadlines
- Strong call centre experience
- Experience in customer service roles
- Computer literacy in Microsoft applications (intermediate Microsoft Outlook, Excel & Word)
- Looking to gain entry into, and experience within, a financial services organisation
- Completed diploma/degree in a related field (preferrable)

Joining Ord Minnett Ord Minnett offers a unique opportunity to work with a dynamic and reputable firm. Elevate your career where you'll become an integral part of Australia's premier wealth management group.

Join us in shaping the future of the Australian investment landscape and be part of a team that values excellence, cohesiveness, a outstanding work culture, where you'll be an integral part of a team committed to delivering top-tier services.

Ord Minnett does not accept unsolicited resumes from recruitment agencies and search firms. Please do not email or send unsolicited resumes to any Ord Minnett employee, location or address.

📌 Client Services Officer (Sydney)
🏢 Ord Minnett
📍 Sydney