Client Services Specialist Financial Planning Bendigo

Client Services Specialist Financial Planning Bendigo

07 Aug
|
Ropan Financial Planning Group
|
Bendigo

07 Aug

Ropan Financial Planning Group

Bendigo

Ropan Financial Planning Group in Bendigo, Victoria, is seeking a Client Services Officer on a full time or part time basis. You will be the first point of contact for clients, delivering exceptional service and providing administrative support to ensure smooth operations and satisfaction.
You will work with financial planning and advisory teams, handling inquiries, onboarding, and documentation while maintaining confidentiality and accuracy in client records.
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📌 Client Services Specialist Financial Planning Bendigo
🏢 Ropan Financial Planning Group
📍 Bendigo

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