Client Service Officer - Wealth Advisory

at  William Buck

Careers start with care.
At William Buck, we know that talent and growth go hand in hand. That careers are personal. That you should be valued for what you bring and respected for where you want to go.
Time to work where you matter.
More than just accountants and advisors, we aspire to create a positive change in the lives of our clients and our people. Every individual who works with us is recognised for who they are and given every opportunity to progress in a way that fulfils both their talents and aspiration. William Buck people enjoy better careers because we care. It’s that simple. It’s why our clients succeed too.
Care for a career with a company that cares?

THE OPPORTUNITY:

We are seeking a Wealth Advisory Client Service Officer with approximately 2+ years’ experience in a similar position, ideally within a professional services environment or boutique practice. This role will appeal to applicants who thrive on providing timely and efficient support.

• Arranging client appointments
• Preparation of Investment Reviews and Records of Advice (RoA’s)
• Client Portfolio administration / implementation
• Liaising directly with clients and fund managers regarding portfolio issues, queries & updates.
• Maintaining and managing X-Plan
• Buying/selling investments directly or via broker or platform
• Collection and preparation of supporting tax return documentation for internal and external accountants
• Working closely with numerous advisors within the business