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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 managing investment transactions. Committed to delivering exceptional client and stakeholder experiences while collaborating effectively with various teams.
Highest-signal resume keywords
Client Services ExperienceInvestment Platform ExperienceClient Advice ImplementationTeam-Oriented ApproachStakeholder Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Passion For Client ExperienceWillingness To Learn
Industry Keywords
Financial PlanningAsset TransfersInvestment BuysWithdrawalsContributionsClient Information ManagementLiaising With Financial Institutions
About the role
Key responsibilities & impact- Help onboard new client accounts
- Prepare and implement advice documents
- Keep client information accurate and up to date
- Check asset transfers
- Process investment buys and sells
- Handle withdrawals and contributions
- Liaise directly with financial institutions
- Work 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 great 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