07 Nov
|
Excel Wealth Group
|
Maroochydore
07 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 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.
#J-18808-Ljbffr
📌 Client Services & Advice Implementation Specialist (Maroochydore)
🏢 Excel Wealth Group
📍 Maroochydore