Job Description
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 qualified 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 new client business in a timely manner
📌 Client Services Officer (New South Wales)
🏢 Shartru Wealth Management
📍 New South Wales
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