Senior Client Services Officer

Are you looking to further your Client Services career? Join our Wealth Implementation team!

If you have a passion for client engagement, the financial planning sector, and yearn for collaboration and a supportive team, this is the right opportunity for you.
This will be a full-time, hybrid (3 office days), permanent position based in Melbourne or Sydney. 

Your role, your contribution!

•    Coordinate the onboarding of client accounts, statements of advice, posting and preparation of advice implementation and managing client data. 

•    Check and monitor asset transfers, placing buys and sells on investment funds, managing withdrawals and contributions and liaising with Financial Institutions. 

•    Communicate and collaborate with Advisers, Partners, Client Services team members and Corporate staff. 

•    Ensure all client related tasks are completed in accordance within SLAs and regulation standards.
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