Our Client is a well established financial planning firm offering a high performing, progressive and supportive team setting. In this Part Time role you will join the Client Services Team to provide Front Office client service support and assist with daily office administration in a positive, autonomous setting.
You will manage four Advisors' diaries, use CRM to start and manage workflows, be the first point of contact for clients by phone and in person, and help with general office duties.
📌 Part-Time Front Office Client Services Specialist (Australia)
🏢 DCL Recruitment
📍 Australia
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