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 environment.
Ideally you have experience in financial planning and solid attention to detail, with the ability to work independently and prioritise tasks while maintaining high service standards.
📌 Client Services (Australia)
🏢 Excel Wealth Group
📍 Australia
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