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Client Service Officer - Wealth Advisory

William Buck
Melbourne, Australia
Closing date
Jul 11, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Careers start with care.

At William Buck, we know that talent and growthgo hand in hand. That careers are personal. That you should be valued for whatyou bring and respected for where you want to go.

Time to work where you matter.

More than just accountants and advisors, weaspire to create a positive change in the lives of our clients and our people.Every individual who works with us is recognised for who they are and givenevery opportunity to progress in a way that fulfils both their talents andaspiration. William Buck people enjoy better careers because we care. It's thatsimple. It's why our clients succeed too.

Care for a career with a company that cares?

The 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 appointments
- Preparation of Investment Reviews and Records of Advice (RoA's)
- Client Portfolio administration / implementation
- Liaising directly with clients and fund managers regarding portfolio issues, queries & updates.
- Maintaining and managing X-Plan
- Buying/selling investments directly or via broker or platform
- Collection and preparation of supporting tax return documentation for internal and external accountants
- Working closely with numerous advisors within the business

About you:
- Completed a bachelor's degree or equivalent work experience
- 2+ years' experience in similar role
- Experience with XPlan financial planning software
- Demonstrated ability to use initiative and manage a project through to completion
- Demonstrated ability to meet deadlines and identify and deal with problems
- Impeccable customer service
- Advanced MS Office knowledge
- Excellent grammar and communication skills
- Strong understanding of the financial planning process

To join our team, please click on the link andapply today - we are waiting to meet with you!

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