Client Service Officer Financial Planning
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Job Location:
Monthly Salary:
Posted on:
7 hours ago
Vacancies:
1 Vacancy
Job Summary
Our client delivers tailored business solutions including cutting-edge technology optimization digital marketing and high-quality operational support all designed to streamline processes enhance client experiences and fuel business growth.
Key Responsibilities:
- Gather data from investment & insurance providers
- Maintain client management systems (data entry)
- Assist in client meeting preparation (pre & post) including file notes
- Generate monthly product reports
- Ensure seamless delivery of advisors services
Requirements
- 1 year experience in the Australian financial planning industry
- Qualified/Part-qualified in a degree in Management Accounting Finance or equivalent professional qualification.
- Fluent English with excellent communication skills
- Sharp eye for detail is key!
If you are interested please send your CV to or apply below.
Key Skills
- Family Support
- Information Management
- Airport Security
- AS 400
- Architecture
