Client Service Officer

Position Overview: The Client Service Officer (CSO) plays a key role in supporting Financial Advisers and delivering an exceptional client experience. The role is responsible for managing client administration, coordinating the implementation of advice recommendations, and providing ongoing service and support to clients throughout their advice journey. Working closely with advisers, clients and external stakeholders, the CSO ensures client requests and advice implementation activities are managed efficiently, accurately and in line with compliance requirements. Key Responsibilities: Proactively support Financial Advisers by managing assigned tasks, priorities and administrative responsibilities to ensure efficient delivery of client outcomes.…