Client Services Officer Financial Planning Support Toowoomba (Australia)

Client Services Officer Financial Planning Support Toowoomba (Australia)

02 Oct
|
Pathwise Wealth
|
Australia

02 Oct

Pathwise Wealth

Australia

Job Description
Pathwise Wealth, a boutique financial planning practice in Toowoomba, seeks a Client Services Officer to support advisers and deliver high-standard service to clients.
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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.
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📌 Client Services Officer Financial Planning Support Toowoomba (Australia)
🏢 Pathwise Wealth
📍 Australia

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