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Client Services Officer
2 months ago
We are seeking a highly motivated and organized individual to join our Client Services team as a Client Services Officer. In this role, you will provide exceptional support to our Financial Advisers, ensuring efficient workflow management and delivering high-quality service to our clients.
Key Responsibilities- Prepare accurate and reconciled client review reports for Advisers.
- Liaise with fund managers and maintain client portfolios through financial planning software.
- Book appointments, manage documents, and perform data entry, as well as provide general administrative support.
- Deliver quality service and outputs to clients in both written and verbal form.
- Comprehensive training, including a dedicated buddy to support your onboarding.
- A clear career development pathway and ongoing training support.
- Opportunities to advance your career development and continue growing with our team.
We are looking for a passionate and detail-oriented individual who is committed to delivering exceptional Client Services. You will have:
- Experience delivering exceptional Client Services and a genuine interest in Financial Planning.
- Excellent client and stakeholder relationship management skills.
- Top-notch attention to detail and organizational skills.
- A genuine team player with the ability to empower others to learn and develop.
Our growing and passionate team has a wealth of knowledge in Client Services and financial planning. We are a supportive, positive, and collaborative team who are passionate about delivering quality service and connected with stakeholders in the business both locally and nationally.
About UsFindex is a dynamic and forward-thinking company that values a client-first approach. We empower our people to operate from wherever they find themselves most engaged, productive, and collaborative, while leveraging a flexible blend of remote and in-office work. We are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds, and experiences.
