Client Services Officer

Audeo Advisory Services Limited

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This position provides client service support to the representative’s clients and assists with administrative support in the day to day operations of the firm.



  • Co-ordinate client Onboarding.
  • Ensure all required forms are completed completely and accurately; when needed meet with clients to complete paperwork.
  • Generate reports such as position statements, for representative's meetings with clients.
  • Track pending business and service paperwork; update pending business and service summary sheet for advisor’s attention; track and tally all outstanding work.
  • Handle phone calls from clients, when appropriate; transfer calls to advisor, when required.
  • Electronically file client statements, correspondence, and agreements so that all client filing is completed within five business days.
  • Handle advisor needs proactively.
  • Conduct research
  • Assist with seminars
  • Provide administrative support including:
  • Maintain updated client contact records using Client Management System. Document all client contacts and service work.
  • Follow up on outstanding transactions.
  • Maintain uptodate organized client files, including copies of all signed applications and forms, according to firms Compliance requirements.
  • Prepare and send outgoing mail.
  • Maintain appropriate turnaround time on incoming items (e.g., 24 hours for checks).



  • B.A. or B.S. preferred.
  • Exceptional customer service experience.
  • Proficiency with computer programs and use of software
  • The ability to interact with people across all levels of the business
  • Attention to detail.
  • Demonstrated ability to work in fastpaced environment.
  • Sufficient patience to do repetitive work correctly.
  • Ability to fill out forms exactly.
  • Effectively prioritize workload and meet deadlines.
  • Ability to follow directions exactly.
  • Sophisticated organizational skills, including physical resources (such as files, manuals, etc.) and nonphysical resources (such as calendars, appointments, events, client contact records, images, etc.).
  • Familiarity with basic marketing concepts and practices.
  • A selfstarter who can work well independently.



Audeo Advisory Services Limited

Job Level

Fresh Graduate/Entry Level/Graduate Internship




Customer Service

Job Type


Minimum Qualification


Preferred Years of Experience

Entry Level