Client Services (Maroochydore)

Client Services (Maroochydore)

06 Nov
|
Excel Wealth Group
|
Maroochydore

06 Nov

Excel Wealth Group

Maroochydore

Excel Wealth is seeking a Client Service Officer to support advisers and clients with the implementation of financial advice on investment and superannuation platforms. You will handle post-implementation checks, client documentation, and ongoing administration in a fast-paced workplace. Ideally you have experience in financial planning and strong attention to detail, with the ability to work independently and prioritise tasks while maintaining high service standards.

📌 Client Services (Maroochydore)
🏢 Excel Wealth Group
📍 Maroochydore

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