A well-regarded Australian stockbroking and wealth firm is looking for a Client Services Officer. You'll be the first point of contact for advisers on client onboarding and ongoing client service, and you'll work closely with the Client Services Manager to run the team day to day.
The team sits within Middle Office and works closely with an outsourced back office provider. Full training will be provided.
What you'll be doing
- Making sure current client applications meet the firm's identification requirements and the legislative requirements
- Setting up and maintaining static data on client trading accounts
- Facilitating CHESS sponsorship for new accounts
- Processing ABN/ACN and TFN updates, and changes or corrections of trustees
- Checking the quality of team members' work and making sure internal controls,
market rules and regulations are followed
- Managing daily workflow, prioritising critical tasks and keeping service levels on track
- Completing and signing off daily checklists and QA reports
- Helping manage key person risk through training and cross-training across the team
- Supporting projects and data analysis as the business needs
- Helping build a solid team culture and look after people's wellbeing
About you
- Experience in client services or a similar role, or a graduate with a deisre to learn
- Strong organisational, analytical and problem-solving skills
- Excellent attention to detail and a commitment to accuracy
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📌 Stockbroking Client Services (Sydney)
🏢 Impel Management
📍 Sydney
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