Job Description
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Gain hands-on experience as you start your career in wealth management
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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.
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The Team
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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.
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The Role:
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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.
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The primary focus of this role is to ensure all client requests are processed within a timely manner to consistently meet service standards while ensuring a seamless service experience to Ord Minnetts' clients.
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Primary Responsibilities:
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Data interpretation and data entry, ensuring account maintenance is accurately completed
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New accounts created in a timely manner across all products ensuring that the criteria of each product is met
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Support adviser network through more complex account creation (international requirements,



various documentation for platforms, options/warrants accounts).
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Deceased estate cases are processed according to regulatory requirements and appropriate correspondence is sent within service standards.
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About You
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The ideal candidate will have:
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Proven ability to prioritise work and meet agreed deadlines
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Strong call centre experience
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Experience in customer service roles
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Computer literacy in Microsoft applications (intermediate Microsoft Outlook, Excel & Word)
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Looking to gain entry into, and experience within, a financial services organisation
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Completed diploma/degree in a related field (preferrable)
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Ord Minnett offers a unique chance 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.
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Join us in shaping the future of the Australian investment landscape and be part of a team that values excellence, cohesiveness, a great work culture, where you'll be an integral part of a team committed to delivering top-tier services.
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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 (New South Wales)
🏢 Ord Minnett
📍 New South Wales