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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client services within financial planning, with a strong focus on implementing client advice and maintaining accurate client information. Proven ability to liaise with financial institutions and collaborate effectively with various teams to enhance client experiences.
Highest-signal resume keywords
Client Services ExperienceInvestment Platforms ExperienceClient Advice ImplementationStrong Client ExperienceTeam-Oriented Approach
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Industry Keywords
Financial PlanningClient OnboardingAsset TransfersInvestment BuysWithdrawalsContributionsStakeholder ExperienceAdvisers LiaisonCorporate Teams CollaborationClient Information Management
About the role
Key responsibilities & impact- Help onboard new client accounts
- Prepare and implement advice documents
- Maintain accurate and up-to-date client information
- Check asset transfers
- Process investment buys and sells
- Handle withdrawals and contributions
- Liaise directly with financial institutions
- Work closely with Advisers, Partners, Client Services, and Corporate teams
- Complete work on time and to the required standard
Requirements
What you’ll need- Experience in client services within financial planning
- Experience with investment platforms
- Experience implementing client advice
- Passion for delivering strong client and stakeholder experiences
- Team-oriented approach and willingness to keep learning and growing
Benefits
Comp & perks- Every second Friday off — work a nine-day fortnight
- Full training and a dedicated buddy
- Career growth support
- Hybrid working with home flexibility and in-person learning
- Purchased leave options
- Employee Assistance Program
- Structured training and development opportunities
- Extra support for relevant external studies
- Equal opportunity and inclusive workplace