Senior Client Services Officer

Job description

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 Brisbane. 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. The benefits of joining us: What you will bring to the role If this role sounds like a good fit - Apply now! - Enjoy every second Friday off! Work 76 hours over nine days and enjoy the flexibility of a day off every other week. - Receive comprehensive training and a dedicated buddy for a smooth start! - Acces...