HB Recruitment in Toowoomba is supporting an established financial planning practice seeking a Client Service Officer to join its skilled team. This hands-on role suits someone who enjoys variety, prides themselves on accuracy and delivering excellent client service.
You'll work closely with Financial Advisers, Administration and Paraplanning teams to support delivery of financial advice and client onboarding, with responsibilities covering applications, paperwork, liaising with providers
#J-*****-Ljbffr