Shartru Wealth Management Pty Ltd is seeking a Client Services Officer to provide proactive support to Authorised Representatives and their clients. You will ensure professional communication, manage inquiries, and assist with administration and liaison tasks to uphold service standards.
You will support onboarding and ongoing client service, lodging applications and new client submissions promptly to assist advisers and maintain productive workflows in Newcastle, NSW.
#J-18808-Ljbffr
📌 Proactive Client Services Specialist for Financial Advisers (Newcastle City Council)
🏢 Shartru Wealth Management
📍 Newcastle City Council
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.