- Manly Location
- $85K-$95K + Super
- Growing Business / Great Team
Are you an experienced Client Services or Administration professional looking for your next opportunity within financial services?
A growing boutique financial services firm based in Manly is looking for a highly organised and detail-oriented Client Service Officer to join its close-knit team.
This is an excellent opportunity for someone with experience in financial services, wealth management, banking, superannuation or investment administration who enjoys working with clients, supporting a team and keeping things running smoothly.
The Role Working closely with the advisers and broader team, you'll manage a range of client administration and service activities, including:
- Processing client transactions, account openings, contributions, withdrawals, rollovers and investment switches.
- Preparing client applications and managing identification and KYC/AML requirements.
- Maintaining accurate client records and processing client information updates.
- Managing fee consent forms and ongoing fee arrangement renewals.
- Preparing client review documentation, meeting packs and adviser follow-up actions.
- Liaising with clients, platforms, super funds and product providers to resolve queries.
- Monitoring outstanding requirements and ensuring requests are completed promptly.
- Responding to client enquiries via phone and email.
- Providing general office and administrative support.
About You You'll ideally bring:
- Previous experience in client services or administration within financial services, banking, superannuation, wealth management or a related environment.
- Experience with financial products, investment administration or account processing.
- Exposure to platforms such as Netwealth, HUB24 or other investment platforms will be highly regarded.
- A sound understanding of superannuation, pension or investment account administration will be advantageous.
- Strong attention to detail and organisational skills.
- Excellent written and verbal communication skills.
- The ability to manage competing priorities and work to deadlines.
- A professional, friendly and client-focused approach.
Experience with Fin365 will be advantageous but is not essential.
What's on Offer?
- $85K-$95K + Super, depending on experience.
- Full-time, permanent opportunity.
- Boutique and supportive team environment.
- Opportunity to develop your career within financial services.
- Convenient Manly location.
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Client Service Officer - Financial Services in Sydney employer: Pathfinder Recruitment
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