Flexible Hours Client Service Associate Financial Planning Maitland

Flexible Hours Client Service Associate Financial Planning Maitland

29 Aug
|
Crest Financial Services
|
Maitland

29 Aug

Crest Financial Services

Maitland

Job Description

Crest Financial Services is looking for a proactive Client Services Coordinator to support the financial planning process and deliver exceptional client service. You will coordinate meetings, prepare client documents, and manage follow-ups to ensure the client journey runs smoothly.

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You will work closely with advisers and paraplanners to handle file notes, CRM updates, and compliance tasks, ensuring high-quality service in line with Crest's values.

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📌 Flexible Hours Client Service Associate Financial Planning Maitland
🏢 Crest Financial Services
📍 Maitland

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