Brisbane Client Experience Specialist Financial Services

Brisbane Client Experience Specialist Financial Services

05 Aug
|
Goals and Dreams Financial Planning
|
Brisbane

05 Aug

Goals and Dreams Financial Planning

Brisbane

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
🏢 Goals and Dreams Financial Planning
📍 Brisbane

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