Financial Planning: Client Services Officer – Ballarat Ballarat East

Financial Planning: Client Services Officer – Ballarat Ballarat East

12 Nov
|
Five Recruitment
|
Ballarat East

12 Nov

Five Recruitment

Ballarat East

Five Recruitment in Ballarat is seeking a Client Services Officer to support senior advisers in a close-to-home role. You will manage client onboarding tasks, meet with clients, and coordinate follow-up activities to ensure service excellence.

The role emphasizes implementing superannuation rollovers, insurance applications, and investments while maintaining compliance and client-focused communication.
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📌 Financial Planning: Client Services Officer – Ballarat Ballarat East
🏢 Five Recruitment
📍 Ballarat East

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