Client Service Officer

3 weeks ago

Adelaide, South Australia Minchinmoore Full time
Position: Client Service Officer (Sydney)

The Client Service Officer's main role is to assist with implementation of advice for Minchin Moore clients. Specifically, the primary responsibilities include:

Client Service

  • Complete the necessary paperwork to implement the recommendations detailed in the Statement of Advice (SoAs). This may include preparation of application forms, redemption/rollover forms, asset transfer forms and liaising with product providers to obtain the necessary information.
  • Manage and monitor the implementation and account establishment process for Minchin Moore clients proactively and effectively.
  • Ensure that asset transfers are completed in a timely manner. This may involve liaising with product providers to ensure the process is completed.
  • Lodge paperwork and applications forms to ensure that recommendations are implemented appropriately and in a timely manner.
  • Ensure that the advisers and/or associates advisers are kept update on client applications in progress.

Investments

  • Set up online portal access for clients via Xplan Touch and manage the online system to ensure its functionality meets company and client's needs.
  • Assist with the preparation of the quarterly portfolio reports for Minchin Moore clients.
  • Become proficient in the functionality of Xplan and the investment platforms and products used by Minchin Moore.

General Responsibilities

  • Undertakes other administrative tasks to support the advisers and the business.
  • Have a thorough understanding of Minchin Moore's policies and procedures.
  • General office administration.

Key Performance Indicators

  • Ensure timely communication with the Operations Manager on progress of workflow and manage adviser's expectation.
  • Ensure adherence to Minchin Moore's agreed behaviour framework.
  • Ensure implementation of advice is completed accurately and in a timely manner.
  • Ensure all facets of the advice process are conducted in a compliant and timely manner.
  • Undertaking all tasks in accordance with policy, practises and procedures.
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