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.
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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 dynamic team setting.
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📌 Client Services Specialist - Financial Planning (New South Wales)
🏢 Econ Financial Services
📍 New South Wales
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