We are seeking a bright and motivated Client Services Officer to join our dynamic team in Brisbane.
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This is a full-time position based at our Brisbane CBD office, where you will play a vital role in delivering exceptional client service and support to our private and corporate clients,
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As a Client Services Officer, you will be a key point of contact for our clients, whilst also supporting our paraplanner and advisers in delivering quality wealth management advice.
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Key responsibilities
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Provide responsive and professional client support across phone, email and in-person interactions, addressing queries and concerns promptly and effectively
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Process client requests, including account updates, documentation requirements and administrative tasks with accuracy and efficiency
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Maintain comprehensive and up-to-date client records and documentation in accordance with regulatory requirements and internal procedures
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Support advisers by preparing client portfolio reports, review meeting materials and basic advice documentation.
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Facilitate onboarding processes for new clients, ensuring smooth account establishment and completion of compliance requirements
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Coordinate between clients, advisers and third-party service providers to ensure seamless service delivery
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Monitor client portfolios and alert advisers to any matters requiring attention or follow-up
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Ensure compliance with financial services regulations, anti-money laundering requirements and internal policies at all times
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What we're looking for
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Proven experience (2+ years') in a client-facing role within financial services or wealth management
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Proficiency with XPlan and Microsoft Office applications
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Strong communication and interpersonal skills with the ability to build rapport and manage client and colleague relationships professionally
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Excellent organisational skills and attention to detail, with the ability to manage multiple priorities and deadlines
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Working knowledge of financial services regulations
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Ability to work both independently and collaboratively within a team environment
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Discretion and the ability to handle sensitive and confidential client information
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ABOUT THE COMPANY
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We are a well-established, Brisbane CBD boutique wealth management firm, providing financial advice to private clients and businesses for nearly 50 years.
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Our team is passionate about helping clients achieve their financial goals, and we pride ourselves on our integrity, professionalism and commitment to excellence in everything we do.
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We offer competitive remuneration, professional development opportunities including access to financial services training and qualifications, and a cooperative workplace culture.