Client Services Specialist – Financial Planning New South Wales (Australia)

Client Services Specialist – Financial Planning New South Wales (Australia)

17 Aug
|
Econ Financial Services
|
Australia

17 Aug

Econ Financial Services

Australia

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 setting.
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📌 Client Services Specialist – Financial Planning New South Wales (Australia)
🏢 Econ Financial Services
📍 Australia

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