As a Client Service Officer at Independent Wealth Management, you will play a crucial role in managing IWM's new business and ongoing client review service to ensure our clients achieve their financial goals.
What you'll be doing
- Prepare client files and associated requirements for new business, ongoing service reviews and ad hoc meetings.
- Implement advice recommendations and process transactions for investment, superannuation and pension portfolios, liaising with platforms and fund managers as required.
- Manage client administration, including preparing Ongoing Client Service and Fee Agreements (OCSA/OFA). Produce correspondence and reports, and coordinate updates with third parties (e.g. Centrelink, accountants, lawyers).
- Establish and maintain accurate client information using Xplan and Sharepoint.
- Review of client files to ensure adherence to agreed processes, compliance and legislation.
- Be collaborative in the continual improvement of our client experience.
- Coordinate adviser support activities, including diary management, meeting preparation, and workflow/task management using Xplan.
- All other miscellaneous administrative functions as/when required.
What we're looking for
- Minimum 3 years of experience in a finance or wealth management administration role.
- Diploma of Financial Services preferred.
- Xplan experience preferred.
- Strong interpersonal and communication skills with the ability to build trust and rapport with both clients and advisers.
- An understanding of financial products, services, and industry regulations.
- Proactive and self-motivated, with a commitment to providing exceptional client service and strong attention to detail.
- Ability to work independently and collaboratively with the wider team.
What we offer
- A competitive salary package (commensurate with experience) with bonus structure after successful probation period.
- Pleasant office location and setting.
If you're passionate about making a difference in the lives of our clients and want to be part of a team with great client relationships, we encourage you to apply for this role.