Client Service Officer - Financial Planning (Monday To Thursday 9Am To 5Pm) (Newcastle)

Client Service Officer - Financial Planning (Monday To Thursday 9Am To 5Pm) (Newcastle)

31 Jul
|
Hunter Wealth Management
|
Newcastle

31 Jul

Hunter Wealth Management

Newcastle

Qualifications & experience
Customer service skills
Strong organisational skills and time management skills
Strong Computer skills
Previous experience in the financial planning field would be an advantage.
Be able to work unsupervised
Tasks & responsibilities
Process applications for all recent business
Follow up and chase outstanding tasks
Prepare and process documents for client appointments
Prepare review documents and Record of Advice documents for clients
Take client enquires and process requests

📌 Client Service Officer - Financial Planning (Monday To Thursday 9Am To 5Pm) (Newcastle)
🏢 Hunter Wealth Management
📍 Newcastle

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