Envision Financial is seeking a friendly, organised Client Services role in a hybrid setup. You will greet clients, manage diaries, coordinate between advisers and clients, and maintain accurate CRM records. You’ll handle paperwork, process applications, and liaise with platforms and insurers to keep things moving smoothly.
The role emphasizes meticulous attention to detail, a calm, professional manner, and a genuine willingness to help. Immediate start and a market-competitive salary are offered.
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📌 Client Experience & Admin Specialist (Hybrid) (Australian Capital Territory)
🏢 Envision Financial
📍 Australian Capital Territory
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