Client Services Officer - Financial Planning, 8/9 Day Fortnight (Central Coast)

Client Services Officer - Financial Planning, 8/9 Day Fortnight (Central Coast)

27 Sep
|
FAAA
|
Central Coast

27 Sep

FAAA

Central Coast

Job Description
Country Wide Wealth on the Central Coast is seeking a Client Services Officer to join our growing financial advice team. You'll work closely with Financial Advisers to deliver a seamless client experience through ongoing reviews and the advice journey.
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You'll be involved in supporting advisers, building client relationships via phone, email and in-person contact, and preparing documentation for meetings. A proactive mindset and robust organisational skills are essential.

📌 Client Services Officer - Financial Planning, 8/9 Day Fortnight (Central Coast)
🏢 FAAA
📍 Central Coast

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