Client Services Officer Sydney

3 weeks ago

Council of the City of Sydney, Australia Minchinmoore Full time

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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