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Sage Wealth Management
About the role As a Client Services Officer, you will sit at the core of our advisory and client services function, supporting advisers with the operational and administrative work that underpins high-quality advice a…
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About the role
About the role
As a Client Services Officer, you will sit at the core of our advisory and client services function, supporting advisers with the operational and administrative work that underpins high-quality advice and client outcomes. You will gain exposure to financial documentation, advice preparation, tax-related workflows and ongoing client servicing across a diverse client base. The role requires accuracy, discretion and the ability to manage multiple work streams.
Key responsibilities
5 days a week in the office in St Leonards
Administrative support through all areas of the financial advice process
Work closely with our clients to ensure the advice process is clear and efficient
Maintenance of client records within client folders and via our CRM – Adviser Logic
Maintenance of client portfolio records via software provider Praemium
Ongoing administration of our client's personal insurances
Implementation of advice including preparation and tracking of tasks
Lodgement and follow up of both new applications and relationship maintenance with third party providers
Assisting clients with their queries via phone and email
Willingness to take on new tasks and support Sage Wealth to deliver excellent customer service
About you
Experience in a financial planning client service or financial adviser support role is preferred
Demonstratable strong computer literacy
Excellent attention to detail
Strong communication skills and ability to build rapport with both clients and professionals
Motivated and enthusiastic employee who shows initiative
Work effectively in a team environment
Comfortable managing priorities in an environment with competing demands and deadlines
Australian permanent resident status is required for this position
About us
Sage Wealth Management is a growing wealth advice practice, located directly above the train station in St Leonards, offering highly personalised, quality financial advice to our HNW clients.
Benefits
On the job training and support
A challenging and varied role
Flexibility around annual leave requirements in school holidays etc
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