Client Services Specialist – Financial Planning (Hybrid) (City of Sydney)

Client Services Specialist – Financial Planning (Hybrid) (City of Sydney)

05 Aug
|
My Wealth Solutions
|
City of Sydney

05 Aug

My Wealth Solutions

City of Sydney

My Wealth Solutions is seeking a Client Services Officer to support advisers, clients and stakeholders by implementing strategies outlined in Statements of Advice (SoAs). This role suits someone with attention to detail, a positive attitude, and a desire to grow within financial services.

You will prepare documentation for SoA meetings, oversee implementation of insurance, superannuation and investment applications, and liaise with clients, mortgage brokers and property specialists.

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📌 Client Services Specialist – Financial Planning (Hybrid) (City of Sydney)
🏢 My Wealth Solutions
📍 City of Sydney

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