Senior Client Services Officer
2 weeks ago
About the Role
We are seeking a highly skilled and experienced Senior Client Services Officer to join our Wealth Client Services Implementation team at Findex. As a key member of our team, you will be responsible for coordinating the onboarding of client accounts, ensuring seamless implementation of client advice, and managing client data.
Key Responsibilities
- Coordinate the onboarding of client accounts, statements of advice, and preparation of advice implementation.
- Monitor asset transfers, place buys and sells on investment funds, manage withdrawals and contributions, and liaise 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 with SLAs and regulation standards.
What We Offer
- Comprehensive training and a dedicated buddy for a smooth start.
- Access to a clear career development pathway with ongoing support.
- Hybrid working arrangements and opportunities to learn from peers.
- Prioritization of work-life balance with Employee Assistance Program (EAP) access and health insurance benefits.
Requirements
- Passionate about delivering top-notch client and stakeholder experiences.
- Proven Client Services experience in the Financial Planning industry.
- Expertise in Investment Platforms and client implementation.
- Team-oriented with a passion to learn and grow.
About Findex
Findex is a leading provider of financial services, committed to empowering our people to work in a way that best meets their needs and those of their team and clients. We value diversity and are committed to creating an inclusive environment for all employees.
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