Job Description
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.
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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 (Australia)
🏢 Homestead Financial Group
📍 Australia
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