Client Services Officer

Ord Minnett; Sydney; On-site; AUD 60,000 - 80,000; Full time

Job summary

Ord Minnett is seeking a motivated Client Services Officer to join the New Accounts team in Sydney on a 12‑month fixed‑term basis. You will help ensure timely processing of client requests and maintain accurate account information across a full suite of products.

The role focuses on data interpretation, rapid account creation, and supporting advisers with complex onboarding, including international requirements.

Qualifications

• Diploma/degree in a related field (preferred).
• Experience in customer service roles.
• Strong data entry and data interpretation skills.
• Proficient with Microsoft Outlook, Excel and Word.
• Interest in gaining entry into the financial services industry.

Responsibilities

• Data interpretation and data entry, ensuring account maintenance is accurately completed.
• New accounts created in a timely manner across all products ensuring that the criteria of each product is met.
• Support adviser network through more complex account creation (international requirements, various documentation for platforms, options/warrants accounts).
• Deceased estate cases are processed according to regulatory requirements and appropriate correspondence is sent within service standards.

Skills

Prioritisation

Call centre experience

Customer service

MS Office proficiency

Entry into financial services

Education

Diploma/Degree in related field

Tools

Microsoft Outlook

Excel

Word

Job description

• Gain hands-on experience as you start your career in wealth management

Ord Minnett is a leading Australian wealth management group providing institutional broking, corporate finance, full-service stockbroking, financial planning, and funds management services. With a history spanning over 150 years, Ord Minnett is a highly respected name in the Australian investment landscape.

The Team

The Operations team is responsible for providing the Client Service & Administration across a full suite of Ord Minnett products including, direct equities, managed investment, structured products and reporting services.

The Role:

We are currently seeking an enthusiastic and organised Client Services Officer to join our New Accounts team in the Sydney office on a 12-month fixed-term basis.

The primary focus of this role is to ensure all client requests are processed within a timely manner to consistently meet service standards while ensuring a seamless service experience to Ord Minnetts' clients.

Primary Responsibilities:

• Data interpretation and data entry, ensuring account maintenance is accurately completed
• New accounts created in a timely manner across all products ensuring that the criteria of each product is met
• Support adviser network through more complex account creation (international requirements, various documentation for platforms, options/warrants accounts).
• Deceased estate cases are processed according to regulatory requirements and appropriate correspondence is sent within service standards.

About You

The ideal candidate will have:

• Proven ability to prioritise work and meet agreed deadlines
• Strong call centre experience
• Experience in customer service roles
• Computer literacy in Microsoft applications (intermediate Microsoft Outlook, Excel & Word)
• Looking to gain entry into, and experience within, a financial services organisation
• Completed diploma/degree in a related field (preferrable)

Ord Minnett offers a unique opportunity to work with a dynamic and reputable firm. Elevate your career where you'll become an integral part of Australia's premier wealth management group.

Join us in shaping the future of the Australian investment landscape and be part of a team that values excellence, cohesiveness, a great work culture, where you'll be an integral part of a team committed to delivering top-tier services.

Ord Minnett does not accept unsolicited resumes from recruitment agencies and search firms. Please do not email or send unsolicited resumes to any Ord Minnett employee, location or address.