03 Aug
|
Goals and Dreams Financial Planning
|
Brisbane
03 Aug
Goals and Dreams Financial Planning
Brisbane
Goals & Dreams Financial Planning in Brisbane is seeking a Customer Service Officer for a full time, on-site role.
You will maintain client records, support financial planners with administrative follow-up with product providers, and coordinate documentation for financial advice.You will handle client feedback, assist with issue resolution, and help enhance the client experience while adhering to policy and confidentiality standards.
#J-*****-Ljbffr
📌 Brisbane Client Experience Specialist - Financial Services
🏢 Goals and Dreams Financial Planning
📍 Brisbane