The Client Services Officer is responsible for a comprehensive level of support and assistance to Authorised Representatives that undertake our administration services and to ensure consistent, reliable and professional communication and services are provided in a proactive and timely manner. The role is to support all aspects of stakeholder liaison responsibilities that are delivered effectively and efficiently to achieve service standards.
Key responsibilities
- Demonstrate effective and confident communication when dealing with financial advisers and their clients
- Lodge applications and submissions of current client business in a timely manner
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📌 Client Services Officer (New South Wales)
🏢 Shartru Wealth Management
📍 New South Wales
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