Client Service Officer
About the job
The Client Service Officer job at BDO offers an exciting opportunity to manage operational and administrative tasks for a diverse portfolio of financial planning clients. This position plays a crucial role in building strong client relationships and ensuring that clients receive the best advice tailored to their needs. Joining a supportive and inclusive team, you will benefit from ongoing training and mentorship while working with high net worth clients.
You'll be responsible for
📞
Liaising with clients
Managing all operational, administrative, and service-related matters for a portfolio of financial planning clients.✉️
Responding to client inquiries
Addressing written and verbal client inquiries and requests to ensure satisfaction.📊
Preparing client reviews
Preparing data and checklists for client reviews to support Wealth Advisers.Key criteria
📊
Experience in financial planning
Demonstrated experience in a client service role within financial planning.View
🤝
Strong relationship building skills
Proven ability to build and maintain client relationships.View
📝
Attention to detail
High attention to detail in managing client data and documentation.View
View more
