Our client is a small and family owned business that provides expert and tailored financial advice, giving their customers peace of mind while knowing they are on track to reach the financial goals. Honest, Caring, Committed and Focused are the key attributes that underpin their business.
They are now looking for a Client Services Officer to join their company in Buddina, QLD, with the potential to earn a Negotiable Salary + Superannuation.
The primary purpose of this position is to liaise with advisers, clients, paraplanners and fund managers at all steps in the advice process to deliver a smooth and enjoyable client experience.
Some of your responsibilities will include:
This position would suit an experienced client service professional seeking a responsible position within a high-quality advice environment.
If you are looking to work within a boutique and professional environment, apply today and don't miss out starting this exciting opportunity as soon as possible!
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