01 Oct
|
Homestead Financial Group
|
Melbourne
01 Oct
Homestead Financial Group
Melbourne
Homestead Financial Group is seeking a Client Services Officer in Williamstown, SA. This role combines client engagement with executive support to the Advice team, handling client lifecycles, scheduling, and documentation preparation.
You will coordinate appointments with Financial Advisers, manage diaries, handle client inquiries, and assist in preparing SoA documents and loan/lodgement tasks, while ensuring compliance and CRM updates.
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📌 Client Services & Financial Planning Coordinator (Melbourne)
🏢 Homestead Financial Group
📍 Melbourne