Client Services Officer

1 week ago

Sydney, New South Wales, Australia Ord Minnett Holdings PL Full time $60,000 - $80,000 per year

About Ord Minnett (Ords)

Ord Minnett is a leading Australian wealth management group providing institutional broking, corporate finance, full-service stockbroking, financial planning, and funds management services. With a history spanning over 150 years, Ord Minnett is a highly respected name in the Australian investment landscape.

The Team

The Operations team is responsible for providing the Client Service & Administration across a full suite of Ord Minnett products including, direct equities, managed investment, structured products and reporting services.

The Role:

We are currently seeking an enthusiastic and organised Client Services Officer to join our New Accounts team in the Sydney office on 12-month fixed-term basis, with possible extension.

Our Primary focus is to ensure all client requests are processed within a timely manner, registry systems are adequately maintained, internal/external relationships with custodians/business partners are sustained to consistently meet service standards while ensuring a seamless service experience to our clients.

In this role you will provide a seamless service experience to Ord Minnett's clients.

Primary Responsibilities:

  • Data interpretation and data entry, ensuring account maintenance is accurately completed and appropriate correspondence is sent to clients.
  • New accounts created in a timely manner across all products ensuring that the criteria of each product is met
  • Support adviser network through more complex account creation (international requirements, various documentation for platforms, options/warrants accounts).
  • Co-ordinate onboarding process for new advisers/clients.
  • Deceased estate cases are processed according to regulatory requirements and appropriate correspondence is sent within service standards.

About You

The ideal candidate will have:

  • Proven ability to prioritise work and meet agreed deadlines
  • Strong call centre experience
  • Completion of customer service courses
  • Computer literacy in Microsoft applications (intermediate Microsoft Outlook, Excel & Word)
  • Looking to gain entry into, and experience within, a financial services organisation
  • Completed diploma/degree in a related field (preferrable)

Please consider applying even if you don't meet 100% of what's outlined

Joining Ord Minnett

Ord Minnett offers a unique opportunity to work with a dynamic and reputable firm. Elevate your career where you'll become an integral part of Australia's premier wealth management group.

Join us in shaping the future of the Australian investment landscape and be part of a team that values excellence, cohesiveness, a great work culture, where you'll be an integral part of a team committed to delivering top-tier services. If you are ready to kickstart your career in Wealth Management, please apply today.

Ord Minnett does not accept unsolicited resumes from recruitment agencies and search firms. Please do not email or send unsolicited resumes to any Ord Minnett employee, location or address. Ord Minnett will not be responsible for, and will not pay, any fees, commissions or other payments related to unsolicited resumes.

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