Econ Financial Services in Sydney's CBD is seeking a dedicated Client Service Officer for a full-time, in office 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 workplace.
J-*-Ljbffr
📌 Client Services Specialist – Financial Planning New South Wales (Australia)
🏢 Econ Financial Services
📍 Australia
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.