Donmont Capital Pty Ltd on the Gold Coast is seeking an experienced Client Support Officer to join the financial advice team. This hands-on administration role supports advisers through annual reviews, implementation of advice and ongoing client servicing.
n
You'll coordinate the Annual Review book, manage client and provider documentation, and maintain accurate CRM records while delivering a high standard of service within a structured compliance setting.
📌 Client Services Specialist Financial Advice City Of Gold Coast (Australia)
🏢 Donmont Capital
📍 Australia
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.