Brisbane Client Experience Specialist Financial Services (Australia)

Brisbane Client Experience Specialist Financial Services (Australia)

04 Aug
|
Goals and Dreams Financial Planning
|
Australia

04 Aug

Goals and Dreams Financial Planning

Australia

Goals & Dreams Financial Planning in Brisbane is seeking a Customer Service Officer for a full time, in office 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.
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📌 Brisbane Client Experience Specialist Financial Services (Australia)
🏢 Goals and Dreams Financial Planning
📍 Australia

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