Our client is a growing national independent advice business based in Malvern. With offices in Melbourne, Sydney and Adelaide this business has gone from strength to strength with a reputation for ethical non aligned advice that helps clients achieve their goals.
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The Role and Duties
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Be first point of contact for all advice enquiries
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Assist in the implementing strategies for clients
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Prepare and process client account paperwork
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Build relationships with with clients and provide exceptional service
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Liaise closely with product providers
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Prepare review packs
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The Person
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Have a minimum of 1-2 years experience working in advice practice
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Experience using Xplan is highly desired
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Solid attention to detail
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Excellent team player and positive attitude
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The Benefits
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$80-85k + Super + Bonus
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Work From home
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#J-18808-Ljbffr
📌 Client Service Manager - Interviewing now! (Williamstown)
🏢 Cartwright Jones
📍 Williamstown
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