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

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

02 Oct
|
FAAA
|
Australia

02 Oct

FAAA

Australia

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.
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 solid organisational skills are essential.
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📌 Client Services Officer Financial Planning, 8/9 Day Fortnight Central Coast (Australia)
🏢 FAAA
📍 Australia

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