Client Services Specialist - Financial Adviser Support (New South Wales)

Client Services Specialist - Financial Adviser Support (New South Wales)

24 Sep
|
Shartru Wealth Management
|
New South Wales

24 Sep

Shartru Wealth Management

New South Wales

Shartru Wealth Management is seeking a Client Services Officer to provide proactive support to Authorised Representatives and their clients. You will ensure professional communication, manage inquiries, and assist with administration and liaison tasks to uphold service standards.

Key responsibilities include demonstrating confident communication with financial advisers and clients, and lodging applications and current client submissions promptly to support efficient onboarding and ongoing service

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📌 Client Services Specialist - Financial Adviser Support (New South Wales)
🏢 Shartru Wealth Management
📍 New South Wales

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