Client Services Specialist Finance Admin, Growth Path Mackay

Client Services Specialist Finance Admin, Growth Path Mackay

26 Sep
|
Morgans Financial
|
Mackay

26 Sep

Morgans Financial

Mackay

Job Description

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.

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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.

📌 Client Services Specialist Finance Admin, Growth Path Mackay
🏢 Morgans Financial
📍 Mackay

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