Toowoomba: Junior Client Services Officer, Financial Planning

Toowoomba: Junior Client Services Officer, Financial Planning

06 Aug
|
Jenner Recruitment
|
Toowoomba

06 Aug

Jenner Recruitment

Toowoomba

Jenner Recruitment in Toowoomba is seeking a junior Client Service Officer to support the financial planning team across divisions.
The role involves understanding investing, portfolio reporting and investment accounting, with emphasis on accurate record-keeping and client service.
Duties include preparing quotations, submitting applications, handling client enquiries, scheduling meetings, and ensuring plans are completed within timeframes.
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📌 Toowoomba: Junior Client Services Officer, Financial Planning
🏢 Jenner Recruitment
📍 Toowoomba

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