Client Service Professional

5 days ago

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

The primary role of the Client Service Officer is to provide exceptional support in implementing advice for Minchin Moore clients. Key responsibilities include:

  • Preparing and lodging necessary paperwork to implement recommendations outlined in the Statement of Advice (SoAs). This involves completing application forms, redemption/rollover forms, asset transfer forms, and coordinating with product providers to obtain required information.
  • Effectively managing and monitoring the implementation and account establishment process for Minchin Moore clients.
  • Ensuring timely completion of asset transfers, which may involve liaising with product providers to facilitate the process.
  • Lodging paperwork and applications to ensure recommendations are implemented accurately and on time.
  • Maintaining open communication with advisers and associates regarding client applications in progress.

Investment Support

  • Configuring online portal access for clients via Xplan Touch and ensuring the system's functionality meets company and client needs.
  • Assisting in the preparation of quarterly portfolio reports for Minchin Moore clients.
  • Becoming proficient in Xplan and investment platforms/products used by Minchin Moore.

General Responsibilities

  • Performing administrative tasks to support advisers and the business.
  • Demonstrating a thorough understanding of Minchin Moore's policies and procedures.
  • Providing general office administration.

Key Performance Indicators

  • Maintaining timely communication with the Operations Manager regarding workflow progress and managing adviser expectations.
  • Ensuring adherence to Minchin Moore's agreed behavior framework.
  • Achieving accurate and timely completion of implementation of advice.
  • Fulfilling all aspects of the advice process in a compliant and timely manner.
  • Completing tasks in accordance with policy, practices, and procedures.

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