Client Service Officer
vor 1 Monat
William Buck is recognised as one of Australia's leading mid-tier Accounting firms, with over 100 Directors and 900 team members across Australia and New Zealand.
Client Service Officer - Wealth AdvisoryWe believe in 'Changing Lives' across everything we do - clients, colleagues, and community.
The firm's got wonderful people, a collaborative environment, flexible work arrangements, and social events to keep you connected – and we are looking for more brilliant people to join us
About the roleThe opportunity: We are seeking a Wealth Advisory Client Service Officer with approximately 2+ years' experience in a similar position, ideally within a professional services environment or boutique practice.
This role will appeal to applicants who thrive on providing timely and efficient support.
You will be responsible for:Arranging client appointmentsPreparation of Investment Reviews and Records of Advice (RoA's)Client Portfolio administration / implementationLiaising directly with clients and fund managers regarding portfolio issues, queries & updates.Maintaining and managing X-PlanBuying/selling investments directly or via broker or platformCollection and preparation of supporting tax return documentation for internal and external accountantsWorking closely with numerous advisors within the businessAbout you:Completed a bachelor's degree or equivalent work experience2+ years' experience in similar roleExperience with XPlan financial planning softwareDemonstrated ability to use initiative and manage a project through to completionDemonstrated ability to meet deadlines and identify and deal with problemsImpeccable customer serviceAdvanced MS Office knowledgeExcellent grammar and communication skillsStrong understanding of the financial planning processWhat you'll be responsible forCustomer Advocacy and Feedback: Advocate for customers by providing feedback to internal teams on how to better meet customer needs.
Customer Query Handling: Serve as the subject matter expert for the product/service, address customer questions and facilitate requests that need to be actioned by internal teams.
Complaints Resolution: Log, investigate, and resolve customer dissatisfaction or problems, to improve negative customer experiences.
Skills you'll needResilience: Bounces back from stressful experiences while being optimistic, emotionally aware, and adapts to change.
Prioritization: Compares and ranks the relative importance &/or urgency of different tasks to identify the best order of actions.
Service orientation: Actively seeks and develops strategies to help key stakeholders.
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