Client Services Officer — Financial Planning Support (Toowoomba Regional)

Client Services Officer — Financial Planning Support (Toowoomba Regional)

29 Sep
|
Pathwise Wealth
|
Toowoomba Regional

29 Sep

Pathwise Wealth

Toowoomba Regional

Pathwise Wealth, a boutique financial planning practice in Toowoomba, seeks a Client Services Officer to support advisers and deliver high-standard service to clients.

You will manage client communication, prepare for meetings, implement advice across superannuation, investments, pensions and insurance, and keep client files up to date. Training is provided and a supportive, growing team awaits.

#J-18808-Ljbffr

📌 Client Services Officer — Financial Planning Support (Toowoomba Regional)
🏢 Pathwise Wealth
📍 Toowoomba Regional

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