Client Services Officer - Sydney

Only for registered members Sydney, Australia

1 month ago

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Job summary

We are currently seeking an enthusiastic and organised Client Services Officer to join our New Accounts team in the Sydney office on 12-month fixed-term basis, with possible extension.

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Responsibilities

  • Data interpretation and data entry, ensuring account maintenance is accurately completed and appropriate correspondence is sent to clients.
  • New accounts created in a timely manner across all products ensuring that the criteria of each product is met
  • Support adviser network through more complex account creation (international requirements, various documentation for platforms, options/warrants accounts).

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