Client Services Specialist – Finance Admin, Growth Path (Mackay Regional)

Client Services Specialist – Finance Admin, Growth Path (Mackay Regional)

24 Sep
|
Morgans Financial
|
Mackay Regional

24 Sep

Morgans Financial

Mackay Regional

Morgans Financial is seeking a friendly, proactive Client Service Officer to join our Mackay branch. You will coordinate end-to-end administration, welcome recent clients, maintain records, and ensure documentation is accurate and compliant for a seamless advice experience from the first appointment through ongoing reviews.

You will work with a Financial Planner and our Client Services Team to manage calendars, onboarding, and meeting packs, while keeping clients updated on administrative items.

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📌 Client Services Specialist – Finance Admin, Growth Path (Mackay Regional)
🏢 Morgans Financial
📍 Mackay Regional

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