Client Services Specialist – Finance Admin, Growth Path Queensland (Australia)

Client Services Specialist – Finance Admin, Growth Path Queensland (Australia)

26 Sep
|
Morgans Financial
|
Australia

26 Sep

Morgans Financial

Australia

Morgans Financial is seeking a friendly, proactive Client Service Officer to join our Mackay branch.
You will coordinate end-to-end administration, welcome current 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 Queensland (Australia)
🏢 Morgans Financial
📍 Australia

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