26 Sep
|
Homestead Financial Group
|
City of Wyndham
26 Sep
Homestead Financial Group
City of Wyndham
Homestead Financial Group is seeking a Client Services Officer to provide client engagement and executive support to the Advice team across the full client lifecycle. You will coordinate client appointments, manage advisers’ diaries, handle enquiries, and assist with SoA documentation and financial product applications.
The role requires administration experience in financial services, proficient MS Office 365 skills, robust telephone technique, and effective CRM navigation.
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📌 Client Services & Planning Support Specialist City Of Wyndham
🏢 Homestead Financial Group
📍 City of Wyndham