25 Sep
|
Homestead Financial Group
|
Williamstown
25 Sep
Homestead Financial Group
Williamstown
Homestead Financial Group is seeking a Client Services Officer to support both client engagement and executive assistance within the Advice team. You will service clients across the full lifecycle, coordinating appointments, managing diaries and responding to enquiries.
The role requires experience in financial services administration, robust MS Office and CRM navigation, excellent telephone skills, and the ability to plan and prioritise work with minimal supervision.
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📌 Financial Planning Client Experience Specialist (Williamstown)
🏢 Homestead Financial Group
📍 Williamstown