Experienced Client Service Officer with expertise in providing administrative and operational support within the wealth management and financial planning sector. Skilled in client onboarding, investment administration, compliance processes, and managing adviser support functions. Proven ability to build strong client relationships, handle complex financial documentation, and coordinate end-to-end service delivery while ensuring adherence to Australian regulatory requirements. Solid attention to detail, excellent communication skills, and commitment to delivering exceptional client experiences.
Qualifications:
- Graduate in Commerce, Finance, or a related field.
- Minimum 5 years of experience in customer service, banking,
financial services, or wealth management.
- Basic knowledge of financial products and customer account processes.
- Good communication skills.
Responsibilities:
- Handle customer queries and provide timely support.
- Assist financial advisors and relationship managers with daily operations.
- Process account-related requests and maintain accurate records.
- Coordinate with clients and internal teams for smooth service delivery.
- Ensure compliance with company policies and maintain confidentiality.
- Deliver excellent customer service and build strong client relationships.