Client Service Officer

About the role

As a Client Service Officer at Independent Wealth Management, you will play a crucial role in managing IWM's new business and ongoing client review service to ensure our clients achieve their financial goals.

What you'll be doing

• Prepare client files and associated requirements for new business, ongoing service reviews and ad hoc meetings.

• Implement advice recommendations and process transactions for investment, superannuation and pension portfolios, liaising with platforms and fund managers as required.

• Manage client administration, including preparing Ongoing Client Service and Fee Agreements (OCSA/OFA). Produce correspondence and reports, and coordinate updates with third parties (e.g. Centrelink, accountants, lawyers).

• Establish and maintain accurate client information using Xplan and Sharepoint.

• Review of client files to ensure adherence to agreed processes, compliance and legislation.

• Be collaborative in the continual improvement of our client experience.

• Coordinate adviser support activities, including diary management, meeting preparation, and workflow/task management using Xplan.

• All other miscellaneous administrative functions as/when required.

What we're looking for

• Minimum 3 years of experience in a finance or wealth management administration role.
• Diploma of Financial Services preferred.
• Xplan experience preferred.
• Strong interpersonal and communication skills with the ability to build trust and rapport with both clients and advisers.
• An understanding of financial products, services, and industry regulations.
• Proactive and self-motivated, with a commitment to providing exceptional client service and strong attention to detail.
• Ability to work independently and collaboratively with the wider team.

What we offer

• A competitive salary package (commensurate with experience) with bonus structure after successful probation period.
• Pleasant office location and environment.

If you're passionate about making a difference in the lives of our clients and want to be part of a team with great client relationships, we encourage you to apply for this role.