16 Aug
|
Econ Financial Services
|
City of Sydney
16 Aug
Econ Financial Services
City of Sydney
Econ Financial Services in Sydney's CBD is seeking a dedicated Client Service Officer for a full-time, on-site role. You will provide administrative support across the financial advice process, interact with clients, and help maintain client records using HubSpot CRM.
You will assist with the implementation and follow-up of advice, handle lodgements with third-party providers, and support marketing and events, while developing your skills in a agile team environment.
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📌 Client Services Specialist – Financial Planning (City of Sydney)
🏢 Econ Financial Services
📍 City of Sydney