Position: Client Service Officer (Sydney)

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 Job Description 

The Client Service Officer’s main role is to assist with implementation of advice for Minchin Moore clients. Specifically, the primary responsibilities include: 

 Client Service 

  • Complete the necessary paperwork to implement the recommendations detailed in the Statement of Advice (SoAs). This may include preparation of application forms, redemption/rollover forms, asset transfer forms and liaising with product providers to obtain the necessary information. 
  • Manage and monitor the implementation and account establishment process for Minchin Moore clients proactively and effectively. 
  • Ensure that asset transfers are completed in a timely manner. This may involve liaising with product providers to ensure the process is completed. 
  • Lodge paperwork and applications forms to ensure that recommendations are implemented appropriately and in a timely manner. 
  • Ensure that the advisers and/or associates advisers are kept update on client applications in progress. 

Investments 

  • Set up online portal access for clients via Xplan Touch and manage the online system to ensure its functionality meets company and client’s needs. 
  • Assist with the preparation of the quarterly portfolio reports for Minchin Moore clients. 
  • Become proficient in the functionality of Xplan and the investment platforms and products used by Minchin Moore. 

General Responsibilities 

  • Undertakes other administrative tasks to support the advisers and the business. 
  • Have a thorough understanding of Minchin Moore’s policies and procedures. 
  • General office administration. 

Key Performance Indicators 

  • Ensure timely communication with the Operations Manager on progress of workflow and manage adviser’s expectation. 
  • Ensure adherence to Minchin Moore’s agreed behaviour framework. 
  • Ensure implementation of advice is completed accurately and in a timely manner. 
  • Ensure all facets of the advice process are conducted in a compliant and timely manner. 
  • Undertaking all tasks in accordance with policy, practises and procedures. 
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